Capital Asset Advisory Services’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
Q1 | $414K | Sell |
9,478
-70
| -0.7% | -$2.74K | 0.02% | 206 |
|
|
2025
Q4 | $344K | Sell |
9,548
-1,687
| -15% | -$60.4K | 0.01% | 217 |
|
|
2025
Q3 | $399K | Buy |
11,235
+19
| +0.2% | +$649 | 0.02% | 199 |
|
|
2025
Q2 | $375K | Buy |
11,216
+138
| +1% | +$4.15K | 0.02% | 203 |
|
|
2025
Q1 | $329K | Sell |
11,078
-3,380
| -23% | -$107K | 0.02% | 214 |
|
|
2024
Q4 | $468K | Buy |
14,458
+2,761
| +24% | +$94.7K | 0.02% | 189 |
|
|
2024
Q3 | $396K | Sell |
11,697
-1,422
| -11% | -$48.3K | 0.02% | 214 |
|
|
2024
Q2 | $426K | Buy |
13,119
+958
| +8% | +$32.5K | 0.02% | 198 |
|
|
2024
Q1 | $441K | Sell |
12,161
-3,511
| -22% | -$128K | 0.03% | 196 |
|
|
2023
Q4 | $543K | Buy |
15,672
+914
| +6% | +$29.1K | 0.03% | 185 |
|
|
2023
Q3 | $466K | Buy |
14,758
+849
| +6% | +$26.9K | 0.03% | 200 |
|
|
2023
Q2 | $468K | Buy |
13,909
+3,043
| +28% | +$96.3K | 0.03% | 212 |
|
|
2023
Q1 | $325K | Buy |
10,866
+113
| +1% | +$3.47K | 0.02% | 242 |
|
|
2022
Q4 | $334K | Sell |
10,753
-1,062
| -9% | -$31.9K | 0.03% | 252 |
|
|
2022
Q3 | $315K | Buy |
11,815
+1,314
| +13% | +$40.8K | 0.04% | 236 |
|
|
2022
Q2 | $305K | Buy |
10,501
+42
| +0.4% | +$1.37K | 0.03% | 309 |
|
|
2022
Q1 | $392K | Sell |
10,459
-27
| -0.3% | -$955 | 0.04% | 283 |
|
|
2021
Q4 | $394K | Sell |
10,486
-143
| -1% | -$5.04K | 0.04% | 293 |
|
|
2021
Q3 | $316K | Hold |
10,629
| – | – | 0.04% | 326 |
|
|
2021
Q2 | $341K | Sell |
10,629
-1,668
| -14% | -$55K | 0.04% | 338 |
|
|
2021
Q1 | $395K | Buy |
12,297
+3,360
| +38% | +$103K | 0.06% | 297 |
|
|
2020
Q4 | $270K | Buy |
8,937
+327
| +4% | +$9.39K | 0.05% | 298 |
|
|
2020
Q3 | $223K | Hold |
8,610
| – | – | 0.05% | 281 |
|
|
2020
Q2 | $216K | Buy |
+8,610
| New | +$190K | 0.05% | 307 |
|
|
2020
Q1 | – | Sell |
-10,197
| Closed | -$267K | – | 520 |
|
|
2019
Q4 | $267K | Sell |
10,197
-1,323
| -11% | -$31.3K | 0.06% | 295 |
|
|
2019
Q3 | $266K | Hold |
11,520
| – | – | 0.18% | 96 |
|
|
2019
Q2 | $297K | Buy |
11,520
+1,197
| +12% | +$30.8K | 0.23% | 86 |
|
|
2019
Q1 | $257K | Sell |
10,323
-1,557
| -13% | -$36.1K | 0.33% | 62 |
|
|
2018
Q4 | $246K | Buy |
11,880
+360
| +3% | +$8.28K | 0.24% | 91 |
|
|
2018
Q3 | $284K | Hold |
11,520
| – | – | 0.24% | 88 |
|
|
2018
Q2 | $245K | Hold |
11,520
| – | – | 0.22% | 85 |
|
|
2018
Q1 | $214K | Hold |
11,520
| – | – | 0.2% | 97 |
|
|
2017
Q4 | $211K | Hold |
11,520
| – | – | 0.19% | 105 |
|
|
2017
Q3 | $208K | Hold |
11,520
| – | – | 0.19% | 105 |
|
|
2017
Q2 | $207K | Buy |
+11,520
| New | +$197K | 0.13% | 126 |
|
Other funds holding CSX
VCM
VPM
Capital Asset Advisory Services's CSX Position: Q1 2026 in Review
Capital Asset Advisory Services reduced its CSX Corp (CSX) stake by 0.73% in Q1 2026, selling an estimated $2.74K and leaving 9,478 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #206.
Capital Asset Advisory Services first reported a position in CSX in Q2 2017 and has held it in 35 quarters since. The position peaked at $543K in Q4 2023. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Capital Asset Advisory Services held 9,478 shares of CSX Corp worth $414K as of Q1 2026.
- Capital Asset Advisory Services sold 70 CSX Corp shares in Q1 2026, an estimated $2.74K.
- CSX Corp made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #206 holding.
- Capital Asset Advisory Services first reported a position in CSX Corp in Q2 2017 and has held it in 35 quarters since.
- Capital Asset Advisory Services's CSX Corp position peaked at $543K in Q4 2023.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.