Avantax Advisory Services’s CSX Corp CSX Stock Holding History

Avantax Advisory Services’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.03M	Buy	184,762 +13,777	+8%	+$415K	0.03%	397
2025 Q1	$5.03M	Sell	170,985 -9,725	-5%	-$309K	0.03%	413
2024 Q4	$5.83M	Buy	180,710 +20,811	+13%	+$714K	0.04%	352
2024 Q3	$5.52M	Buy	159,899 +20,378	+15%	+$692K	0.04%	366
2024 Q2	$4.67M	Buy	139,521 +57,208	+70%	+$1.94M	0.03%	394
2024 Q1	$3.05M	Sell	82,313 -17,755	-18%	-$648K	0.03%	424
2023 Q4	$3.47M	Buy	100,068 +23,085	+30%	+$735K	0.03%	354
2023 Q3	$2.37M	Sell	76,983 -25,043	-25%	-$793K	0.03%	417
2023 Q2	$3.48M	Sell	102,026 -5,639	-5%	-$178K	0.04%	321
2023 Q1	$3.22M	Sell	107,665 -993	-0.9%	-$30.5K	0.04%	332
2022 Q4	$3.37M	Sell	108,658 -15,090	-12%	-$454K	0.04%	301
2022 Q3	$3.3M	Sell	123,748 -5,063	-4%	-$157K	0.05%	276
2022 Q2	$3.74M	Buy	128,811 +13,123	+11%	+$428K	0.06%	251
2022 Q1	$4.33M	Sell	115,688 -574	-0.5%	-$20.3K	0.06%	233
2021 Q4	$4.37M	Buy	116,262 +1,449	+1%	+$51.1K	0.07%	222
2021 Q3	$3.42M	Buy	114,813 +10,456	+10%	+$335K	0.06%	249
2021 Q2	$3.34M	Buy	104,357 +6,191	+6%	+$204K	0.06%	238
2021 Q1	$3.15M	Buy	98,166 +11,175	+13%	+$341K	0.07%	213
2020 Q4	$2.63M	Sell	86,991 -77,322	-47%	-$2.22M	0.06%	215
2020 Q3	$4.25M	Buy	164,313 +91,725	+126%	+$2.26M	0.07%	227
2020 Q2	$1.69M	Buy	72,588 +1,731	+2%	+$38.3K	0.05%	252
2020 Q1	$1.35M	Sell	70,857 -1,350	-2%	-$31.5K	0.04%	254
2019 Q4	$1.74M	Buy	72,207 +27,507	+62%	+$651K	0.04%	238
2019 Q3	$1.03M	Buy	44,700 +1,200	+3%	+$27.9K	0.04%	205
2019 Q2	$1.12M	Buy	43,500 +11,721	+37%	+$302K	0.05%	176
2019 Q1	$793K	Buy	31,779 +1,269	+4%	+$29.4K	0.04%	211
2018 Q4	$633K	Buy	+30,510	New	+$702K	0.11%	188

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avantax Advisory Services's CSX Position: Q2 2025 in Review

Avantax Advisory Services increased its CSX Corp (CSX) stake by 8.1% in Q2 2025, buying an estimated $415K and bringing the position to 184,762 shares worth $6.03M. The position accounts for 0.03% of the portfolio, ranked #397.

Avantax Advisory Services first reported a position in CSX in Q4 2018 and has held it in 27 quarters since. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Avantax Advisory Services held 184,762 shares of CSX Corp worth $6.03M as of Q2 2025.
Avantax Advisory Services bought 13,777 CSX Corp shares in Q2 2025, an estimated $415K.
CSX Corp made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #397 holding.
Avantax Advisory Services first reported a position in CSX Corp in Q4 2018 and has held it in 27 quarters since.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.