First Capital Advisors 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
2023
Q2
$390K Sell
11,451
-607
-5% -$19.2K 0.2% 89
2023
Q1
$361K Sell
12,058
-263
-2% -$8.09K 0.23% 93
2022
Q4
$382K Buy
12,321
+16
+0.1% +$481 0.26% 93
2022
Q3
$328K Buy
12,305
+882
+8% +$27.4K 0.27% 97
2022
Q2
$332K Sell
11,423
-110
-1% -$3.59K 0.23% 104
2022
Q1
$432K Sell
11,533
-879
-7% -$31.1K 0.28% 55
2021
Q4
$467K Buy
+12,412
New +$438K 0.26% 54
2018
Q2
Sell
-1,080
Closed -$20K 297
2018
Q1
$20K Buy
+1,080
New +$20.2K 0.01% 431

Other funds holding CSX

First Capital Advisors Group's CSX Position: Q2 2023 in Review

First Capital Advisors Group reduced its CSX Corp (CSX) stake by 5% in Q2 2023, selling an estimated $19.2K and leaving 11,451 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #89.

First Capital Advisors Group first reported a position in CSX in Q1 2018 and has held it in 8 quarters since. The position peaked at $467K in Q4 2021. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • First Capital Advisors Group held 11,451 shares of CSX Corp worth $390K as of Q2 2023.
  • First Capital Advisors Group sold 607 CSX Corp shares in Q2 2023, an estimated $19.2K.
  • CSX Corp made up 0.2% of First Capital Advisors Group's portfolio in Q2 2023, its #89 holding.
  • First Capital Advisors Group first reported a position in CSX Corp in Q1 2018 and has held it in 8 quarters since.
  • First Capital Advisors Group's CSX Corp position peaked at $467K in Q4 2021.
  • 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.