CreativeOne Wealth’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 | $1.88M | Buy |
45,758
+8,959
| +24% | +$351K | 0.04% | 369 |
|
|
2025
Q4 | $1.33M | Sell |
36,799
-5,705
| -13% | -$204K | 0.03% | 445 |
|
|
2025
Q3 | $1.51M | Sell |
42,504
-3,313
| -7% | -$113K | 0.04% | 407 |
|
|
2025
Q2 | $1.49M | Buy |
45,817
+3,059
| +7% | +$92.1K | 0.04% | 419 |
|
|
2025
Q1 | $1.26M | Sell |
42,758
-63,780
| -60% | -$2.03M | 0.04% | 412 |
|
|
2024
Q4 | $3.44M | Buy |
106,538
+12,712
| +14% | +$436K | 0.11% | 181 |
|
|
2024
Q3 | $3.24M | Buy |
93,826
+6,186
| +7% | +$210K | 0.11% | 176 |
|
|
2024
Q2 | $2.93M | Sell |
87,640
-1,532
| -2% | -$52K | 0.15% | 136 |
|
|
2024
Q1 | $3.31M | Buy |
89,172
+10,736
| +14% | +$392K | 0.13% | 147 |
|
|
2023
Q4 | $2.72M | Buy |
78,436
+3,521
| +5% | +$112K | 0.17% | 114 |
|
|
2023
Q3 | $2.3M | Buy |
74,915
+53,857
| +256% | +$1.71M | 0.17% | 124 |
|
|
2023
Q2 | $718K | Buy |
21,058
+2,240
| +12% | +$70.9K | 0.03% | 391 |
|
|
2023
Q1 | $563K | Sell |
18,818
-12
| -0.1% | -$369 | 0.03% | 433 |
|
|
2022
Q4 | $583K | Sell |
18,830
-1,671
| -8% | -$50.3K | 0.03% | 389 |
|
|
2022
Q3 | $546K | Sell |
20,501
-919
| -4% | -$28.6K | 0.03% | 380 |
|
|
2022
Q2 | $622K | Sell |
21,420
-781
| -4% | -$25.5K | 0.03% | 350 |
|
|
2022
Q1 | $831K | Sell |
22,201
-686
| -3% | -$24.3K | 0.04% | 312 |
|
|
2021
Q4 | $861K | Buy |
22,887
+339
| +2% | +$12K | 0.04% | 319 |
|
|
2021
Q3 | $671K | Buy |
22,548
+435
| +2% | +$13.9K | 0.04% | 330 |
|
|
2021
Q2 | $709K | Buy |
22,113
+4,299
| +24% | +$142K | 0.04% | 314 |
|
|
2021
Q1 | $573K | Sell |
17,814
-5,772
| -24% | -$176K | 0.04% | 307 |
|
|
2020
Q4 | $713K | Buy |
23,586
+915
| +4% | +$26.3K | 0.06% | 235 |
|
|
2020
Q3 | $587K | Sell |
22,671
-39
| -0.2% | -$962 | 0.08% | 154 |
|
|
2020
Q2 | $528K | Buy |
22,710
+39
| +0.2% | +$863 | 0.08% | 131 |
|
|
2020
Q1 | $433K | Sell |
22,671
-3,510
| -13% | -$82K | 0.08% | 117 |
|
|
2019
Q4 | $631K | Sell |
26,181
-13,884
| -35% | -$328K | 0.11% | 91 |
|
|
2019
Q3 | $925K | Sell |
40,065
-570
| -1% | -$13.3K | 0.18% | 66 |
|
|
2019
Q2 | $1.05M | Buy |
40,635
+1,800
| +5% | +$46.4K | 0.22% | 59 |
|
|
2019
Q1 | $969K | Hold |
38,835
| – | – | 0.25% | 43 |
|
|
2018
Q4 | $804K | Sell |
38,835
-20,766
| -35% | -$478K | 0.27% | 42 |
|
|
2018
Q3 | $1.47M | Sell |
59,601
-990
| -2% | -$23.6K | 0.54% | 27 |
|
|
2018
Q2 | $1.29M | Sell |
60,591
-5,535
| -8% | -$114K | 0.55% | 25 |
|
|
2018
Q1 | $1.23M | Buy |
+66,126
| New | +$1.24M | 0.61% | 23 |
|
Other funds holding CSX
VCM
VPM
CreativeOne Wealth's CSX Position: Q1 2026 in Review
CreativeOne Wealth increased its CSX Corp (CSX) stake by 24% in Q1 2026, buying an estimated $351K and bringing the position to 45,758 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #369.
CreativeOne Wealth first reported a position in CSX in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.44M in Q4 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- CreativeOne Wealth held 45,758 shares of CSX Corp worth $1.88M as of Q1 2026.
- CreativeOne Wealth bought 8,959 CSX Corp shares in Q1 2026, an estimated $351K.
- CSX Corp made up 0.04% of CreativeOne Wealth's portfolio in Q1 2026, its #369 holding.
- CreativeOne Wealth first reported a position in CSX Corp in Q1 2018 and has held it in 33 quarters since.
- CreativeOne Wealth's CSX Corp position peaked at $3.44M in Q4 2024.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.