Global Financial Private Client’s CSX Corp CSX Stock Holding History

Global Financial Private Client’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-272	Closed	-$8.01K	–	534
2025 Q1	$8.01K	Buy	272 +165	+154%	+$5.24K	﹤0.01%	616
2024 Q4	$3.45K	Buy	107 +65	+155%	+$2.23K	﹤0.01%	670
2024 Q3	$1.45K	Hold	42	–	–	﹤0.01%	743
2024 Q2	$1.41K	Hold	42	–	–	﹤0.01%	599
2024 Q1	$1.54K	Hold	42	–	–	﹤0.01%	612
2023 Q4	$1.46K	Hold	42	–	–	﹤0.01%	604
2023 Q3	$1.28K	Hold	42	–	–	﹤0.01%	603
2023 Q2	$1.44K	Hold	42	–	–	﹤0.01%	597
2023 Q1	$1.25K	Hold	42	–	–	﹤0.01%	606
2022 Q4	$1.3K	Hold	42	–	–	﹤0.01%	594
2022 Q3	$1.15K	Hold	42	–	–	﹤0.01%	567
2022 Q2	$1.23K	Hold	42	–	–	﹤0.01%	554
2022 Q1	$1.49K	Hold	42	–	–	﹤0.01%	556
2021 Q4	$1.58K	Hold	42	–	–	﹤0.01%	541
2021 Q3	$1.27K	Hold	42	–	–	﹤0.01%	505
2021 Q2	$1.36K	Hold	42	–	–	﹤0.01%	508
2021 Q1	$1.36K	Hold	42	–	–	﹤0.01%	475
2020 Q4	$1.27K	Buy	+42	New	+$1.21K	﹤0.01%	458

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Global Financial Private Client's CSX Position: Q2 2025 in Review

Global Financial Private Client sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 272 shares — an estimated $8.01K sold.

Global Financial Private Client first reported a position in CSX in Q4 2020 and held it in 18 quarters. The position peaked at $8.01K in Q1 2025. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Global Financial Private Client reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 272 CSX Corp shares in Q2 2025, an estimated $8.01K.
Global Financial Private Client first reported a position in CSX Corp in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's CSX Corp position peaked at $8.01K in Q1 2025.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.