Wealthspire Advisors (New York)’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 | $951K | Sell |
29,135
-31,705
| -52% | -$1.03M | 0.01% | 398 |
|
|
2025
Q1 | $1.79M | Buy |
60,840
+31,892
| +110% | +$939K | 0.01% | 292 |
|
|
2024
Q4 | $934K | Buy |
28,948
+2,021
| +8% | +$65.2K | 0.01% | 382 |
|
|
2024
Q3 | $930K | Sell |
26,927
-3,870
| -13% | -$134K | 0.01% | 385 |
|
|
2024
Q2 | $1.03M | Buy |
30,797
+153
| +0.5% | +$5.12K | 0.01% | 309 |
|
|
2024
Q1 | $1.14M | Sell |
30,644
-663
| -2% | -$24.6K | 0.02% | 296 |
|
|
2023
Q4 | $1.09M | Sell |
31,307
-222
| -0.7% | -$7.7K | 0.02% | 298 |
|
|
2023
Q3 | $970K | Buy |
31,529
+209
| +0.7% | +$6.43K | 0.02% | 285 |
|
|
2023
Q2 | $1.07M | Buy |
31,320
+50
| +0.2% | +$1.71K | 0.02% | 239 |
|
|
2023
Q1 | $936K | Sell |
31,270
-6,097
| -16% | -$183K | 0.02% | 255 |
|
|
2022
Q4 | $1.16M | Buy |
37,367
+5,996
| +19% | +$186K | 0.02% | 236 |
|
|
2022
Q3 | $836K | Buy |
31,371
+6,117
| +24% | +$163K | 0.02% | 250 |
|
|
2022
Q2 | $734K | Buy |
25,254
+5,385
| +27% | +$157K | 0.02% | 255 |
|
|
2022
Q1 | $744K | Sell |
19,869
-14,061
| -41% | -$527K | 0.02% | 220 |
|
|
2021
Q4 | $1.28M | Buy |
33,930
+4,036
| +14% | +$152K | 0.03% | 198 |
|
|
2021
Q3 | $889K | Buy |
+29,894
| New | +$889K | 0.02% | 269 |
|
|
2021
Q2 | – | Sell |
-43,824
| Closed | -$1.41M | – | 437 |
|
|
2021
Q1 | $1.41M | Buy |
43,824
+22,323
| +104% | +$718K | 0.03% | 217 |
|
|
2020
Q4 | $650K | Buy |
21,501
+6,681
| +45% | +$202K | 0.02% | 264 |
|
|
2020
Q3 | $384K | Buy |
14,820
+1,809
| +14% | +$46.9K | 0.02% | 204 |
|
|
2020
Q2 | $302K | Sell |
13,011
-10,338
| -44% | -$240K | 0.02% | 206 |
|
|
2020
Q1 | $446K | Buy |
23,349
+14,649
| +168% | +$280K | 0.02% | 310 |
|
|
2019
Q4 | $210K | Buy |
+8,700
| New | +$210K | 0.02% | 195 |
|
|
2019
Q1 | – | Sell |
-2,508
| Closed | -$52K | – | 214 |
|
|
2018
Q4 | $52K | Buy |
+2,508
| New | +$52K | 0.01% | 181 |
|