Burt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,437
| Closed | -$222K | – | 114 |
|
|
2024
Q3 | $222K | Sell |
6,437
-2,632
| -29% | -$89.3K | 0.05% | 112 |
|
|
2024
Q2 | $303K | Sell |
9,069
-5,266
| -37% | -$179K | 0.08% | 88 |
|
|
2024
Q1 | $531K | Sell |
14,335
-2,000
| -12% | -$73K | 0.13% | 62 |
|
|
2023
Q4 | $566K | Sell |
16,335
-1,540
| -9% | -$49.1K | 0.16% | 52 |
|
|
2023
Q3 | $550K | Hold |
17,875
| – | – | 0.17% | 51 |
|
|
2023
Q2 | $610K | Hold |
17,875
| – | – | 0.18% | 49 |
|
|
2023
Q1 | $535K | Hold |
17,875
| – | – | 0.17% | 51 |
|
|
2022
Q4 | $554K | Hold |
17,875
| – | – | 0.19% | 51 |
|
|
2022
Q3 | $476K | Hold |
17,875
| – | – | 0.19% | 42 |
|
|
2022
Q2 | $519K | Hold |
17,875
| – | – | 0.18% | 44 |
|
|
2022
Q1 | $669K | Hold |
17,875
| – | – | 0.2% | 42 |
|
|
2021
Q4 | $672K | Sell |
17,875
-125
| -0.7% | -$4.41K | 0.22% | 42 |
|
|
2021
Q3 | $535K | Hold |
18,000
| – | – | 0.17% | 47 |
|
|
2021
Q2 | $577K | Sell |
18,000
-276
| -2% | -$9.1K | 0.21% | 41 |
|
|
2021
Q1 | $587K | Hold |
18,276
| – | – | 0.22% | 40 |
|
|
2020
Q4 | $553K | Sell |
18,276
-1,116
| -6% | -$32.1K | 0.19% | 41 |
|
|
2020
Q3 | $502K | Sell |
19,392
-2,400
| -11% | -$59.2K | 0.19% | 42 |
|
|
2020
Q2 | $507K | Hold |
21,792
| – | – | 0.21% | 38 |
|
|
2020
Q1 | $416K | Sell |
21,792
-525
| -2% | -$12.3K | 0.19% | 43 |
|
|
2019
Q4 | $538K | Sell |
22,317
-306
| -1% | -$7.24K | 0.21% | 40 |
|
|
2019
Q3 | $522K | Sell |
22,623
-3,300
| -13% | -$76.8K | 0.21% | 39 |
|
|
2019
Q2 | $669K | Sell |
25,923
-714
| -3% | -$18.4K | 0.29% | 31 |
|
|
2019
Q1 | $664K | Hold |
26,637
| – | – | 0.3% | 29 |
|
|
2018
Q4 | $552K | Sell |
26,637
-465
| -2% | -$10.7K | 0.26% | 44 |
|
|
2018
Q3 | $669K | Hold |
27,102
| – | – | 0.3% | 30 |
|
|
2018
Q2 | $576K | Sell |
27,102
-696
| -3% | -$14.3K | 0.28% | 33 |
|
|
2018
Q1 | $516K | Hold |
27,798
| – | – | 0.26% | 35 |
|
|
2017
Q4 | $510K | Sell |
27,798
-1,518
| -5% | -$26.9K | 0.32% | 33 |
|
|
2017
Q3 | $530K | Hold |
29,316
| – | – | 0.35% | 32 |
|
|
2017
Q2 | $533K | Hold |
29,316
| – | – | 0.37% | 31 |
|
|
2017
Q1 | $455K | Hold |
29,316
| – | – | 0.33% | 35 |
|
|
2016
Q4 | $351K | Sell |
29,316
-888
| -3% | -$9.96K | 0.31% | 45 |
|
|
2016
Q3 | $307K | Buy |
30,204
+3,000
| +11% | +$28.4K | 0.33% | 41 |
|
|
2016
Q2 | $236K | Hold |
27,204
| – | – | 0.26% | 49 |
|
|
2016
Q1 | $234K | Hold |
27,204
| – | – | 0.21% | 56 |
|
|
2015
Q4 | $235K | Buy |
27,204
+186
| +0.7% | +$1.69K | 0.19% | 56 |
|
|
2015
Q3 | $294K | Hold |
27,018
| – | – | 0.37% | 36 |
|
|
2015
Q2 | $294K | Sell |
27,018
-330
| -1% | -$3.83K | 0.32% | 44 |
|
|
2015
Q1 | $302K | Sell |
27,348
-225
| -0.8% | -$2.59K | 0.31% | 35 |
|
|
2014
Q4 | $333K | Buy |
+27,573
| New | +$323K | 0.35% | 38 |
|
Other funds holding CSX
Burt Wealth Advisors's CSX Position: Q4 2024 in Review
Burt Wealth Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,437 shares — an estimated $222K sold.
Burt Wealth Advisors first reported a position in CSX in Q4 2014 and held it in 40 quarters. The position peaked at $672K in Q4 2021. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.
- Burt Wealth Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
- Burt Wealth Advisors sold 6,437 CSX Corp shares in Q4 2024, an estimated $222K.
- Burt Wealth Advisors first reported a position in CSX Corp in Q4 2014 and held it in 40 quarters.
- Burt Wealth Advisors's CSX Corp position peaked at $672K in Q4 2021.
- 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.
Based on Burt Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.