Westbourne Investment 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 | $372K | Sell |
11,395
-75
| -0.7% | -$2.45K | 0.11% | 85 |
|
|
2025
Q1 | $338K | Hold |
11,470
| – | – | 0.12% | 68 |
|
|
2024
Q4 | $370K | Hold |
11,470
| – | – | 0.13% | 65 |
|
|
2024
Q3 | $396K | Buy |
11,470
+95
| +0.8% | +$3.28K | 0.14% | 68 |
|
|
2024
Q2 | $380K | Sell |
11,375
-140
| -1% | -$4.68K | 0.14% | 69 |
|
|
2024
Q1 | $427K | Buy |
11,515
+125
| +1% | +$4.64K | 0.16% | 70 |
|
|
2023
Q4 | $395K | Hold |
11,390
| – | – | 0.16% | 72 |
|
|
2023
Q3 | $350K | Sell |
11,390
-1,000
| -8% | -$30.7K | 0.16% | 73 |
|
|
2023
Q2 | $422K | Hold |
12,390
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $371K | Hold |
12,390
| – | – | 0.18% | 75 |
|
|
2022
Q4 | $384K | Hold |
12,390
| – | – | 0.19% | 70 |
|
|
2022
Q3 | $330K | Hold |
12,390
| – | – | 0.17% | 72 |
|
|
2022
Q2 | $360K | Hold |
12,390
| – | – | 0.22% | 65 |
|
|
2022
Q1 | $464K | Hold |
12,390
| – | – | 0.19% | 70 |
|
|
2021
Q4 | $466K | Hold |
12,390
| – | – | 0.18% | 70 |
|
|
2021
Q3 | $368K | Hold |
12,390
| – | – | 0.17% | 67 |
|
|
2021
Q2 | $397K | Hold |
12,390
| – | – | 0.18% | 62 |
|
|
2021
Q1 | $398K | Hold |
12,390
| – | – | 0.2% | 61 |
|
|
2020
Q4 | $375K | Hold |
12,390
| – | – | 0.22% | 60 |
|
|
2020
Q3 | $321K | Hold |
12,390
| – | – | 0.37% | 37 |
|
|
2020
Q2 | $288K | Hold |
12,390
| – | – | 0.35% | 39 |
|
|
2020
Q1 | $237K | Hold |
12,390
| – | – | 0.22% | 72 |
|
|
2019
Q4 | $299K | Hold |
12,390
| – | – | 0.2% | 81 |
|
|
2019
Q3 | $286K | Hold |
12,390
| – | – | 0.21% | 80 |
|
|
2019
Q2 | $320K | Hold |
12,390
| – | – | 0.26% | 72 |
|
|
2019
Q1 | $309K | Hold |
12,390
| – | – | 0.24% | 75 |
|
|
2018
Q4 | $257K | Hold |
12,390
| – | – | 0.22% | 80 |
|
|
2018
Q3 | $306K | Buy |
+12,390
| New | +$306K | 0.22% | 80 |
|