Cooper Financial Group’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
Q3
$318K Sell
6,832
-215
-3% -$10.7K 0.03% 335
2026
Q2
$335K Sell
7,047
-387
-5% -$17.5K 0.03% 323
2026
Q1
$305K Buy
7,434
+455
+7% +$17.8K 0.03% 325
2025
Q4
$253K Buy
+6,979
New +$250K 0.03% 329
2025
Q2
– Sell
-10,560
Closed -$311K – 382
2025
Q1
$311K Buy
10,560
+261
+3% +$8.29K 0.04% 303
2024
Q4
$332K Buy
10,299
+522
+5% +$17.9K 0.04% 293
2024
Q3
$338K Buy
9,777
+58
+0.6% +$1.97K 0.04% 298
2024
Q2
$325K Buy
+9,719
New +$330K 0.05% 287

Other funds holding CSX

Cooper Financial Group's CSX Position: Q3 2026 in Review

Cooper Financial Group reduced its CSX Corp (CSX) stake by 3.1% in Q3 2026, selling an estimated $10.7K and leaving 6,832 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #335.

Cooper Financial Group first reported a position in CSX in Q2 2024 and has held it in 8 quarters since. The position peaked at $338K in Q3 2024. 722 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Cooper Financial Group held 6,832 shares of CSX Corp worth $318K as of Q3 2026.
  • Cooper Financial Group sold 215 CSX Corp shares in Q3 2026, an estimated $10.7K.
  • CSX Corp made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #335 holding.
  • Cooper Financial Group first reported a position in CSX Corp in Q2 2024 and has held it in 8 quarters since.
  • Cooper Financial Group's CSX Corp position peaked at $338K in Q3 2024.
  • 722 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.