Valeo Financial Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
34,553
-7,239
| -17% | -$236K | 0.03% | 269 |
|
|
2025
Q1 | $1.23M | Sell |
41,792
-4,552
| -10% | -$134K | 0.03% | 220 |
|
|
2024
Q4 | $1.5M | Sell |
46,344
-576
| -1% | -$18.6K | 0.04% | 183 |
|
|
2024
Q3 | $1.62M | Sell |
46,920
-476
| -1% | -$16.4K | 0.05% | 183 |
|
|
2024
Q2 | $1.59M | Buy |
47,396
+128
| +0.3% | +$4.28K | 0.05% | 171 |
|
|
2024
Q1 | $1.59M | Buy |
47,268
+1,183
| +3% | +$39.8K | 0.06% | 167 |
|
|
2023
Q4 | $1.6M | Buy |
46,085
+6,598
| +17% | +$229K | 0.06% | 161 |
|
|
2023
Q3 | $1.21M | Sell |
39,487
-1,650
| -4% | -$50.7K | 0.06% | 179 |
|
|
2023
Q2 | $1.4M | Sell |
41,137
-3,609
| -8% | -$123K | 0.06% | 164 |
|
|
2023
Q1 | $1.34M | Buy |
44,746
+7,538
| +20% | +$226K | 0.06% | 183 |
|
|
2022
Q4 | $1.15M | Buy |
37,208
+5,007
| +16% | +$155K | 0.06% | 171 |
|
|
2022
Q3 | $858K | Buy |
32,201
+1,141
| +4% | +$30.4K | 0.05% | 187 |
|
|
2022
Q2 | $903K | Sell |
31,060
-812
| -3% | -$23.6K | 0.06% | 173 |
|
|
2022
Q1 | $1.2M | Buy |
31,872
+350
| +1% | +$13.1K | 0.06% | 175 |
|
|
2021
Q4 | $1.19M | Buy |
31,522
+819
| +3% | +$30.8K | 0.06% | 161 |
|
|
2021
Q3 | $913K | Buy |
30,703
+8,440
| +38% | +$251K | 0.05% | 193 |
|
|
2021
Q2 | $714K | Buy |
22,263
+219
| +1% | +$7.02K | 0.04% | 195 |
|
|
2021
Q1 | $708K | Buy |
22,044
+459
| +2% | +$14.7K | 0.03% | 217 |
|
|
2020
Q4 | $653K | Sell |
21,585
-150
| -0.7% | -$4.54K | 0.03% | 211 |
|
|
2020
Q3 | $563K | Buy |
21,735
+408
| +2% | +$10.6K | 0.05% | 169 |
|
|
2020
Q2 | $496K | Buy |
21,327
+1,005
| +5% | +$23.4K | 0.05% | 182 |
|
|
2020
Q1 | $434K | Sell |
20,322
-600
| -3% | -$12.8K | 0.05% | 189 |
|
|
2019
Q4 | $505K | Sell |
20,922
-747
| -3% | -$18K | 0.05% | 183 |
|
|
2019
Q3 | $500K | Sell |
21,669
-120
| -0.6% | -$2.77K | 0.06% | 171 |
|
|
2019
Q2 | $562K | Buy |
21,789
+609
| +3% | +$15.7K | 0.06% | 171 |
|
|
2019
Q1 | $528K | Buy |
21,180
+117
| +0.6% | +$2.92K | 0.06% | 171 |
|
|
2018
Q4 | $436K | Buy |
21,063
+264
| +1% | +$5.47K | 0.06% | 177 |
|
|
2018
Q3 | $477K | Sell |
20,799
-132
| -0.6% | -$3.03K | 0.06% | 181 |
|
|
2018
Q2 | $507K | Sell |
20,931
-1,080
| -5% | -$26.2K | 0.07% | 171 |
|
|
2018
Q1 | $409K | Buy |
22,011
+21
| +0.1% | +$390 | 0.07% | 172 |
|
|
2017
Q4 | $403K | Buy |
21,990
+11,175
| +103% | +$205K | 0.07% | 172 |
|
|
2017
Q3 | $196K | Buy |
+10,815
| New | +$196K | 0.04% | 199 |
|