Heritage Wealth Advisors’s CSX Corp CSX Stock Holding History

Heritage Wealth Advisors’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	$2.32M	Buy
2025 Q1	$2.1M	Sell
2024 Q4	$2.31M	Buy
2024 Q3	$2.48M	Buy
2024 Q2	$2.33M	Buy
2024 Q1	$2.59M	Buy
2023 Q4	$2.41M	Hold
2023 Q3	$2.14M	Sell
2023 Q2	$2.38M	Buy
2023 Q1	$2.08M	Buy
2022 Q4	$2.15M	Buy
2022 Q3	$1.83M	Hold
2022 Q2	$2M	Buy
2022 Q1	$2.51M	Hold
2021 Q4	$2.52M	Sell
2021 Q3	$2M	Hold
2021 Q2	$2.16M	Sell
2021 Q1	$2.17M	Sell
2020 Q4	$2.05M	Hold
2020 Q3	$1.75M	Hold
2020 Q2	$1.57M	Hold
2020 Q1	$1.29M	Sell
2019 Q4	$1.64M	Sell
2019 Q3	$1.57M	Hold
2019 Q2	$1.75M	Hold
2019 Q1	$1.69M	Hold
2018 Q4	$1.4M	Sell
2018 Q3	$1.68M	Hold
2018 Q2	$1.45M	Hold
2018 Q1	$1.26M	Hold
2017 Q4	$1.25M	Sell
2017 Q3	$1.23M	Hold
2017 Q2	$1.24M	Hold
2017 Q1	$1.06M	Hold
2016 Q4	$819K	Sell
2016 Q3	$873K	Hold
2016 Q2	$745K	Buy
2016 Q1	$700K	Hold
2015 Q4	$705K	Sell
2015 Q3	$732K	Hold
2015 Q2	$889K	Hold
2015 Q1	$902K	Hold
2014 Q4	$986K	Sell
2014 Q3	$874K	Hold
2014 Q2	$841K	Hold
2014 Q1	$791K	Buy
2013 Q4	$570K	Buy