Avantax Planning Partners’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $573K | Sell |
12,066
-135
| -1% | -$6.1K | 0.01% | 270 |
|
|
2026
Q1 | $501K | Sell |
12,201
-120
| -1% | -$4.7K | 0.01% | 279 |
|
|
2025
Q4 | $447K | Buy |
12,321
+151
| +1% | +$5.4K | 0.01% | 294 |
|
|
2025
Q3 | $432K | Hold |
12,170
| – | – | 0.01% | 294 |
|
|
2025
Q2 | $397K | Sell |
12,170
-143
| -1% | -$4.3K | 0.01% | 301 |
|
|
2025
Q1 | $362K | Sell |
12,313
-1,674
| -12% | -$53.2K | 0.01% | 306 |
|
|
2024
Q4 | $451K | Buy |
13,987
+30
| +0.2% | +$1.03K | 0.02% | 273 |
|
|
2024
Q3 | $482K | Sell |
13,957
-2,205
| -14% | -$74.8K | 0.02% | 264 |
|
|
2024
Q2 | $541K | Sell |
16,162
-23
| -0.1% | -$781 | 0.02% | 274 |
|
|
2024
Q1 | $600K | Buy |
16,185
+141
| +0.9% | +$5.15K | 0.02% | 268 |
|
|
2023
Q4 | $556K | Sell |
16,044
-3
| -0% | -$96 | 0.02% | 225 |
|
|
2023
Q3 | $493K | Buy |
16,047
+2,253
| +16% | +$71.4K | 0.02% | 226 |
|
|
2023
Q2 | $470K | Hold |
13,794
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $413K | Hold |
13,794
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $427K | Hold |
13,794
| – | – | 0.02% | 250 |
|
|
2022
Q3 | $367K | Sell |
13,794
-387
| -3% | -$12K | 0.02% | 257 |
|
|
2022
Q2 | $412K | Sell |
14,181
-163
| -1% | -$5.31K | 0.02% | 236 |
|
|
2022
Q1 | $537K | Sell |
14,344
-350
| -2% | -$12.4K | 0.02% | 221 |
|
|
2021
Q4 | $552K | Hold |
14,694
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $437K | Hold |
14,694
| – | – | 0.02% | 213 |
|
|
2021
Q2 | $471K | Buy |
14,694
+900
| +7% | +$29.7K | 0.02% | 205 |
|
|
2021
Q1 | $443K | Buy |
13,794
+282
| +2% | +$8.61K | 0.02% | 203 |
|
|
2020
Q4 | $409K | Sell |
13,512
-2,286
| -14% | -$65.7K | 0.02% | 199 |
|
|
2020
Q3 | $409K | Sell |
15,798
-591
| -4% | -$14.6K | 0.02% | 200 |
|
|
2020
Q2 | $381K | Sell |
16,389
-1,017
| -6% | -$22.5K | 0.02% | 196 |
|
|
2020
Q1 | $332K | Sell |
17,406
-1,236
| -7% | -$28.9K | 0.02% | 193 |
|
|
2019
Q4 | $450K | Buy |
18,642
+3
| +0% | +$71 | 0.03% | 186 |
|
|
2019
Q3 | $430K | Buy |
18,639
+87
| +0.5% | +$2.02K | 0.03% | 191 |
|
|
2019
Q2 | $478K | Sell |
18,552
-819
| -4% | -$21.1K | 0.03% | 178 |
|
|
2019
Q1 | $483K | Buy |
19,371
+2,832
| +17% | +$65.6K | 0.03% | 168 |
|
|
2018
Q4 | $343K | Buy |
16,539
+1,761
| +12% | +$40.5K | 0.03% | 180 |
|
|
2018
Q3 | $365K | Hold |
14,778
| – | – | 0.03% | 170 |
|
|
2018
Q2 | $314K | Sell |
14,778
-2,031
| -12% | -$41.8K | 0.03% | 178 |
|
|
2018
Q1 | $312K | Sell |
16,809
-2,868
| -15% | -$53.6K | 0.03% | 222 |
|
|
2017
Q4 | $361K | Sell |
19,677
-9,492
| -33% | -$168K | 0.03% | 209 |
|
|
2017
Q3 | $528K | Buy |
29,169
+3,258
| +13% | +$55.9K | 0.04% | 201 |
|
|
2017
Q2 | $471K | Buy |
25,911
+1,941
| +8% | +$33.3K | 0.04% | 199 |
|
|
2017
Q1 | $372K | Buy |
23,970
+6,969
| +41% | +$106K | 0.03% | 218 |
|
|
2016
Q4 | $204K | Buy |
+17,001
| New | +$191K | 0.02% | 294 |
|
Other funds holding CSX
Avantax Planning Partners's CSX Position: Q2 2026 in Review
Avantax Planning Partners reduced its CSX Corp (CSX) stake by 1.1% in Q2 2026, selling an estimated $6.1K and leaving 12,066 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #270.
Avantax Planning Partners first reported a position in CSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $600K in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Avantax Planning Partners held 12,066 shares of CSX Corp worth $573K as of Q2 2026.
- Avantax Planning Partners sold 135 CSX Corp shares in Q2 2026, an estimated $6.1K.
- CSX Corp made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #270 holding.
- Avantax Planning Partners first reported a position in CSX Corp in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's CSX Corp position peaked at $600K in Q1 2024.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.