Clearstead 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
2026
Q2
$4.9M Sell
103,184
-11,533
-10% -$521K 0.05% 245
2026
Q1
$4.71M Buy
114,717
+13,436
+13% +$527K 0.04% 241
2025
Q4
$3.67M Buy
101,281
+124
+0.1% +$4.44K 0.05% 238
2025
Q3
$3.59M Sell
101,157
-2,423
-2% -$82.7K 0.05% 233
2025
Q2
$3.38M Buy
103,580
+4,188
+4% +$126K 0.05% 243
2025
Q1
$2.93M Sell
99,392
-115
-0.1% -$3.65K 0.05% 248
2024
Q4
$3.21M Sell
99,507
-8,134
-8% -$279K 0.05% 232
2024
Q3
$3.72M Buy
107,641
+9,075
+9% +$308K 0.06% 216
2024
Q2
$3.3M Buy
98,566
+40,173
+69% +$1.36M 0.06% 213
2024
Q1
$2.02M Buy
58,393
+61
+0.1% +$2.23K 0.1% 153
2023
Q4
$2.02M Sell
58,332
-62,032
-52% -$1.98M 0.11% 150
2023
Q3
$3.7M Buy
120,364
+61,351
+104% +$1.94M 0.11% 147
2023
Q2
$2.01M Buy
59,013
+2,059
+4% +$65.1K 0.12% 146
2023
Q1
$1.71M Buy
56,954
+1,837
+3% +$56.5K 0.12% 140
2022
Q4
$1.71M Buy
55,117
+2,214
+4% +$66.6K 0.13% 131
2022
Q3
$1.41M Sell
52,903
-799
-1% -$24.8K 0.13% 138
2022
Q2
$1.56M Buy
53,702
+189
+0.4% +$6.16K 0.12% 138
2022
Q1
$2M Buy
53,513
+10
+0% +$354 0.14% 129
2021
Q4
$2.01M Sell
53,503
-749
-1% -$26.4K 0.14% 123
2021
Q3
$1.61M Buy
54,252
+1,083
+2% +$34.7K 0.12% 133
2021
Q2
$1.71M Sell
53,169
-1,026
-2% -$33.8K 0.13% 123
2021
Q1
$1.74M Sell
54,195
-3,423
-6% -$104K 0.15% 116
2020
Q4
$1.74M Sell
57,618
-11,964
-17% -$344K 0.16% 109
2020
Q3
$1.8M Hold
69,582
0.19% 96
2020
Q2
$1.62M Buy
69,582
+3,000
+5% +$66.4K 0.19% 96
2020
Q1
$1.27M Sell
66,582
-1,200
-2% -$28K 0.19% 96
2019
Q4
$1.64M Sell
67,782
-3,774
-5% -$89.3K 0.2% 97
2019
Q3
$1.65M Buy
71,556
+2,580
+4% +$60.1K 0.22% 89
2019
Q2
$1.78M Buy
68,976
+23,883
+53% +$615K 0.24% 88
2019
Q1
$1.13M Hold
45,093
0.16% 107
2018
Q4
$934K Buy
45,093
+3,819
+9% +$87.8K 0.15% 116
2018
Q3
$1.02M Hold
41,274
0.14% 112
2018
Q2
$877K Sell
41,274
-2,508
-6% -$51.6K 0.13% 112
2018
Q1
$813K Buy
43,782
+7,500
+21% +$140K 0.12% 120
2017
Q4
$665K Sell
36,282
-4,173
-10% -$73.9K 0.09% 131
2017
Q3
$732K Sell
40,455
-3,078
-7% -$52.8K 0.1% 132
2017
Q2
$792K Buy
43,533
+180
+0.4% +$3.08K 0.12% 119
2017
Q1
$673K Buy
43,353
+9,534
+28% +$145K 0.1% 121
2016
Q4
$405K Buy
+33,819
New +$379K 0.07% 142

Other funds holding CSX

Clearstead Advisors's CSX Position: Q2 2026 in Review

Clearstead Advisors reduced its CSX Corp (CSX) stake by 10% in Q2 2026, selling an estimated $521K and leaving 103,184 shares worth $4.9M. The position accounts for 0.05% of the portfolio, ranked #245.

Clearstead Advisors first reported a position in CSX in Q4 2016 and has held it in 39 quarters since. 1,236 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Clearstead Advisors held 103,184 shares of CSX Corp worth $4.9M as of Q2 2026.
  • Clearstead Advisors sold 11,533 CSX Corp shares in Q2 2026, an estimated $521K.
  • CSX Corp made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #245 holding.
  • Clearstead Advisors first reported a position in CSX Corp in Q4 2016 and has held it in 39 quarters since.
  • 1,236 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.