Dogwood Wealth Management’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
$18.9K Buy
398
+74
+23% +$3.34K 0.01% 255
2026
Q1
$13.3K Buy
324
+152
+88% +$5.96K 0.01% 293
2025
Q4
$6.24K Buy
172
+53
+45% +$1.9K ﹤0.01% 380
2025
Q3
$4.23K Sell
119
-136
-53% -$4.64K ﹤0.01% 430
2025
Q2
$8.51K Buy
255
+124
+95% +$3.73K ﹤0.01% 314
2025
Q1
$3.85K Buy
+131
New +$4.16K ﹤0.01% 264
2024
Q3
Hold
0
250
2024
Q2
Hold
0
293
2024
Q1
Hold
0
282
2023
Q4
Hold
0
258

Other funds holding CSX

Dogwood Wealth Management's CSX Position: Q2 2026 in Review

Dogwood Wealth Management increased its CSX Corp (CSX) stake by 23% in Q2 2026, buying an estimated $3.34K and bringing the position to 398 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Dogwood Wealth Management first reported a position in CSX in Q1 2025 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Dogwood Wealth Management held 398 shares of CSX Corp worth $18.9K as of Q2 2026.
  • Dogwood Wealth Management bought 74 CSX Corp shares in Q2 2026, an estimated $3.34K.
  • CSX Corp made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Dogwood Wealth Management first reported a position in CSX Corp in Q1 2025 and has held it in 6 quarters since.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.