Everett Harris & Co’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 | $581K | Buy |
14,159
+927
| +7% | +$36.3K | 0.01% | 210 |
|
|
2025
Q4 | $480K | Hold |
13,232
| – | – | 0.01% | 230 |
|
|
2025
Q3 | $470K | Hold |
13,232
| – | – | 0.01% | 227 |
|
|
2025
Q2 | $432K | Sell |
13,232
-195
| -1% | -$5.87K | 0.01% | 236 |
|
|
2025
Q1 | $395K | Sell |
13,427
-450
| -3% | -$14.3K | 0.01% | 232 |
|
|
2024
Q4 | $448K | Hold |
13,877
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $479K | Hold |
13,877
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $464K | Hold |
13,877
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $514K | Hold |
13,877
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $481K | Sell |
13,877
-135
| -1% | -$4.3K | 0.01% | 178 |
|
|
2023
Q3 | $431K | Sell |
14,012
-1,164
| -8% | -$36.9K | 0.01% | 177 |
|
|
2023
Q2 | $518K | Sell |
15,176
-282
| -2% | -$8.92K | 0.01% | 170 |
|
|
2023
Q1 | $463K | Buy |
15,458
+282
| +2% | +$8.67K | 0.01% | 179 |
|
|
2022
Q4 | $470K | Hold |
15,176
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $404K | Sell |
15,176
-150
| -1% | -$4.66K | 0.01% | 186 |
|
|
2022
Q2 | $445K | Sell |
15,326
-244
| -2% | -$7.95K | 0.01% | 189 |
|
|
2022
Q1 | $583K | Buy |
15,570
+501
| +3% | +$17.7K | 0.01% | 176 |
|
|
2021
Q4 | $567K | Hold |
15,069
| – | – | 0.01% | 180 |
|
|
2021
Q3 | $448K | Sell |
15,069
-1,038
| -6% | -$33.2K | 0.01% | 186 |
|
|
2021
Q2 | $517K | Sell |
16,107
-777
| -5% | -$25.6K | 0.01% | 180 |
|
|
2021
Q1 | $543K | Sell |
16,884
-3,765
| -18% | -$115K | 0.01% | 168 |
|
|
2020
Q4 | $625K | Buy |
20,649
+2,985
| +17% | +$85.8K | 0.01% | 156 |
|
|
2020
Q3 | $457K | Buy |
17,664
+4,275
| +32% | +$105K | 0.01% | 172 |
|
|
2020
Q2 | $311K | Buy |
13,389
+939
| +8% | +$20.8K | 0.01% | 191 |
|
|
2020
Q1 | $238K | Hold |
12,450
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $300K | Hold |
12,450
| – | – | 0.01% | 219 |
|
|
2019
Q3 | $287K | Sell |
12,450
-16,200
| -57% | -$377K | 0.01% | 214 |
|
|
2019
Q2 | $739K | Sell |
28,650
-300
| -1% | -$7.73K | 0.02% | 148 |
|
|
2019
Q1 | $722K | Hold |
28,950
| – | – | 0.02% | 146 |
|
|
2018
Q4 | $600K | Sell |
28,950
-150
| -0.5% | -$3.45K | 0.02% | 150 |
|
|
2018
Q3 | $718K | Hold |
29,100
| – | – | 0.02% | 149 |
|
|
2018
Q2 | $619K | Hold |
29,100
| – | – | 0.02% | 152 |
|
|
2018
Q1 | $540K | Hold |
29,100
| – | – | 0.02% | 156 |
|
|
2017
Q4 | $534K | Hold |
29,100
| – | – | 0.01% | 164 |
|
|
2017
Q3 | $526K | Hold |
29,100
| – | – | 0.02% | 166 |
|
|
2017
Q2 | $529K | Hold |
29,100
| – | – | 0.02% | 163 |
|
|
2017
Q1 | $452K | Hold |
29,100
| – | – | 0.01% | 171 |
|
|
2016
Q4 | $349K | Hold |
29,100
| – | – | 0.01% | 189 |
|
|
2016
Q3 | $296K | Hold |
29,100
| – | – | 0.01% | 197 |
|
|
2016
Q2 | $253K | Sell |
29,100
-300
| -1% | -$2.61K | 0.01% | 210 |
|
|
2016
Q1 | $252K | Hold |
29,400
| – | – | 0.01% | 215 |
|
|
2015
Q4 | $254K | Hold |
29,400
| – | – | 0.01% | 206 |
|
|
2015
Q3 | $264K | Sell |
29,400
-600
| -2% | -$5.89K | 0.01% | 207 |
|
|
2015
Q2 | $326K | Hold |
30,000
| – | – | 0.01% | 197 |
|
|
2015
Q1 | $331K | Buy |
30,000
+10,800
| +56% | +$124K | 0.01% | 188 |
|
|
2014
Q4 | $232K | Hold |
19,200
| – | – | 0.01% | 216 |
|
|
2014
Q3 | $205K | Buy |
+19,200
| New | +$198K | 0.01% | 228 |
|
|
2014
Q1 | – | Sell |
-24,900
| Closed | -$239K | – | 231 |
|
|
2013
Q4 | $239K | Hold |
24,900
| – | – | 0.01% | 201 |
|
|
2013
Q3 | $214K | Buy |
+24,900
| New | +$209K | 0.01% | 194 |
|
Other funds holding CSX
VCM
VPM
