First Personal Financial Services’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $206K | Buy |
5,970
+18
| +0.3% | +$611 | 0.04% | 121 |
|
|
2024
Q2 | $199K | Hold |
5,952
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $221K | Sell |
5,952
-3
| -0.1% | -$109 | 0.05% | 113 |
|
|
2023
Q4 | $206K | Hold |
5,955
| – | – | 0.05% | 112 |
|
|
2023
Q3 | $183K | Buy |
5,955
+3
| +0.1% | +$95 | 0.05% | 113 |
|
|
2023
Q2 | $203K | Hold |
5,952
| – | – | 0.05% | 112 |
|
|
2023
Q1 | $178K | Buy |
5,952
+300
| +5% | +$9.22K | 0.05% | 117 |
|
|
2022
Q4 | $175K | Sell |
5,652
-300
| -5% | -$9.02K | 0.05% | 118 |
|
|
2022
Q3 | $159K | Buy |
5,952
+450
| +8% | +$14K | 0.05% | 118 |
|
|
2022
Q2 | $160K | Hold |
5,502
| – | – | 0.04% | 111 |
|
|
2022
Q1 | $206K | Sell |
5,502
-200
| -4% | -$7.08K | 0.05% | 109 |
|
|
2021
Q4 | $214K | Sell |
5,702
-4,528
| -44% | -$160K | 0.05% | 113 |
|
|
2021
Q3 | $304K | Hold |
10,230
| – | – | 0.08% | 103 |
|
|
2021
Q2 | $328K | Hold |
10,230
| – | – | 0.08% | 101 |
|
|
2021
Q1 | $329K | Buy |
10,230
+765
| +8% | +$23.4K | 0.09% | 95 |
|
|
2020
Q4 | $286K | Sell |
9,465
-609
| -6% | -$17.5K | 0.08% | 100 |
|
|
2020
Q3 | $261K | Hold |
10,074
| – | – | 0.08% | 101 |
|
|
2020
Q2 | $234K | Sell |
10,074
-150
| -1% | -$3.32K | 0.08% | 108 |
|
|
2020
Q1 | $195K | Sell |
10,224
-120
| -1% | -$2.8K | 0.08% | 106 |
|
|
2019
Q4 | $250K | Hold |
10,344
| – | – | 0.08% | 111 |
|
|
2019
Q3 | $239K | Buy |
10,344
+12
| +0.1% | +$279 | 0.07% | 123 |
|
|
2019
Q2 | $266K | Sell |
10,332
-1,941
| -16% | -$50K | 0.08% | 149 |
|
|
2019
Q1 | $306K | Hold |
12,273
| – | – | 0.09% | 139 |
|
|
2018
Q4 | $254K | Buy |
12,273
+3,651
| +42% | +$84K | 0.09% | 148 |
|
|
2018
Q3 | $213K | Hold |
8,622
| – | – | 0.07% | 159 |
|
|
2018
Q2 | $183K | Sell |
8,622
-1,572
| -15% | -$32.4K | 0.06% | 165 |
|
|
2018
Q1 | $189K | Sell |
10,194
-615
| -6% | -$11.5K | 0.04% | 220 |
|
|
2017
Q4 | $198K | Hold |
10,809
| – | – | 0.04% | 233 |
|
|
2017
Q3 | $195K | Hold |
10,809
| – | – | 0.04% | 218 |
|
|
2017
Q2 | $197K | Sell |
10,809
-3,729
| -26% | -$63.9K | 0.04% | 220 |
|
|
2017
Q1 | $226K | Buy |
14,538
+5,439
| +60% | +$82.9K | 0.05% | 183 |
|
|
2016
Q4 | $109K | Buy |
9,099
+2,790
| +44% | +$31.3K | 0.03% | 266 |
|
|
2016
Q3 | $64K | Buy |
6,309
+72
| +1% | +$681 | 0.02% | 244 |
|
|
2016
Q2 | $54K | Hold |
6,237
| – | – | 0.02% | 251 |
|
|
2016
Q1 | $54K | Hold |
6,237
| – | – | 0.03% | 175 |
|
|
2015
Q4 | $54K | Hold |
6,237
| – | – | 0.03% | 173 |
|
|
2015
Q3 | $56K | Hold |
6,237
| – | – | 0.03% | 165 |
|
|
2015
Q2 | $68K | Hold |
6,237
| – | – | 0.04% | 150 |
|
|
2015
Q1 | $69K | Hold |
6,237
| – | – | 0.04% | 149 |
|
|
2014
Q4 | $75K | Buy |
+6,237
| New | +$73K | 0.04% | 141 |
|
Other funds holding CSX
First Personal Financial Services's CSX Position: Q3 2024 in Review
First Personal Financial Services increased its CSX Corp (CSX) stake by 0.3% in Q3 2024, buying an estimated $611 and bringing the position to 5,970 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #121.
First Personal Financial Services first reported a position in CSX in Q4 2014 and has held it in 40 quarters since. The position peaked at $329K in Q1 2021. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.
- First Personal Financial Services held 5,970 shares of CSX Corp worth $206K as of Q3 2024.
- First Personal Financial Services bought 18 CSX Corp shares in Q3 2024, an estimated $611.
- CSX Corp made up 0.04% of First Personal Financial Services's portfolio in Q3 2024, its #121 holding.
- First Personal Financial Services first reported a position in CSX Corp in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's CSX Corp position peaked at $329K in Q1 2021.
- 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.