Barry Investment Advisors’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-12,108
Closed -$430K – 104
2025
Q3
$430K Buy
12,108
+48
+0.4% +$1.64K 0.1% 72
2025
Q2
$394K Buy
12,060
+48
+0.4% +$1.44K 0.1% 74
2025
Q1
$354K Buy
12,012
+53
+0.4% +$1.68K 0.09% 78
2024
Q4
$386K Buy
11,959
+42
+0.4% +$1.44K 0.12% 79
2024
Q3
$411K Buy
11,917
+43
+0.4% +$1.46K 0.13% 76
2024
Q2
$397K Buy
11,874
+44
+0.4% +$1.49K 0.13% 80
2024
Q1
$439K Buy
11,830
+38
+0.3% +$1.39K 0.15% 76
2023
Q4
$409K Buy
11,792
+39
+0.3% +$1.24K 0.14% 71
2023
Q3
$361K Buy
11,753
+42
+0.4% +$1.33K 0.13% 78
2023
Q2
$399K Buy
11,711
+40
+0.3% +$1.26K 0.13% 80
2023
Q1
$349K Buy
11,671
+43
+0.4% +$1.32K 0.11% 87
2022
Q4
$360K Buy
11,628
+35
+0.3% +$1.05K 0.11% 86
2022
Q3
$309K Buy
11,593
+12
+0.1% +$373 0.11% 88
2022
Q2
$337K Buy
11,581
+39
+0.3% +$1.27K 0.1% 93
2022
Q1
$432K Buy
11,542
+37
+0.3% +$1.31K 0.11% 92
2021
Q4
$433K Buy
11,505
+49
+0.4% +$1.73K 0.11% 88
2021
Q3
$341K Buy
11,456
+35
+0.3% +$1.12K 0.09% 87
2021
Q2
$366K Buy
11,421
+33
+0.3% +$1.09K 0.1% 82
2021
Q1
$366K Buy
11,388
+33
+0.3% +$1.01K 0.1% 82
2020
Q4
$343K Sell
11,355
-699
-6% -$20.1K 0.1% 82
2020
Q3
$312K Buy
12,054
+39
+0.3% +$962 0.11% 67
2020
Q2
$279K Buy
12,015
+45
+0.4% +$995 0.1% 61
2020
Q1
$229K Buy
11,970
+51
+0.4% +$1.19K 0.11% 60
2019
Q4
$297K Buy
11,919
+42
+0.4% +$993 0.1% 54
2019
Q3
$274K Buy
11,877
+39
+0.3% +$908 0.1% 50
2019
Q2
$305K Buy
11,838
+36
+0.3% +$928 0.1% 54
2019
Q1
$294K Buy
11,802
+39
+0.3% +$903 0.09% 58
2018
Q4
$244K Buy
11,763
+36
+0.3% +$828 0.09% 66
2018
Q3
$289K Buy
11,727
+36
+0.3% +$858 0.1% 60
2018
Q2
$249K Buy
11,691
+39
+0.3% +$803 0.1% 63
2018
Q1
$216K Buy
11,652
+42
+0.4% +$785 0.08% 65
2017
Q4
$213K Sell
11,610
-579
-5% -$10.3K 0.08% 67
2017
Q3
$220K Sell
12,189
-702
-5% -$12K 0.08% 65
2017
Q2
$234K Sell
12,891
-432
-3% -$7.4K 0.09% 62
2017
Q1
$207K Buy
+13,323
New +$203K 0.08% 67

Other funds holding CSX

Barry Investment Advisors's CSX Position: Q4 2025 in Review

Barry Investment Advisors sold out of CSX Corp (CSX) in Q4 2025, closing a stake of 12,108 shares — an estimated $430K sold.

Barry Investment Advisors first reported a position in CSX in Q1 2017 and held it in 35 quarters. The position peaked at $439K in Q1 2024. 1,815 funds tracked by Wall St. Rank hold CSX as of Q4 2025.

  • Barry Investment Advisors reported no remaining CSX Corp position as of Q4 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 12,108 CSX Corp shares in Q4 2025, an estimated $430K.
  • Barry Investment Advisors first reported a position in CSX Corp in Q1 2017 and held it in 35 quarters.
  • Barry Investment Advisors's CSX Corp position peaked at $439K in Q1 2024.
  • 1,815 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.

Based on Barry Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.