HWA
CSX icon

Heritage Wealth Advisors’s CSX Corp CSX Stock Holding History

Heritage Wealth Advisors’s Portfolio CSX Stock Details CSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.32M Buy
71,252
+1
+0% +$33 0.11% 52
2025
Q1 		$2.1M Sell
71,251
-485
-0.7% -$14.3K 0.11% 56
2024
Q4 		$2.31M Buy
71,736
+24
+0% +$774 0.11% 53
2024
Q3 		$2.48M Buy
71,712
+1,938
+3% +$66.9K 0.12% 53
2024
Q2 		$2.33M Buy
69,774
+1
+0% +$33 0.11% 54
2024
Q1 		$2.59M Buy
69,773
+260
+0.4% +$9.64K 0.12% 52
2023
Q4 		$2.41M Hold
69,513
– – 0.12% 54
2023
Q3 		$2.14M Sell
69,513
-144
-0.2% -$4.43K 0.12% 53
2023
Q2 		$2.38M Buy
69,657
+144
+0.2% +$4.91K 0.13% 52
2023
Q1 		$2.08M Buy
69,513
+225
+0.3% +$6.74K 0.12% 52
2022
Q4 		$2.15M Buy
69,288
+450
+0.7% +$13.9K 0.12% 55
2022
Q3 		$1.83M Hold
68,838
– – 0.13% 52
2022
Q2 		$2M Buy
68,838
+1,800
+3% +$52.3K 0.14% 50
2022
Q1 		$2.51M Hold
67,038
– – 0.14% 50
2021
Q4 		$2.52M Sell
67,038
-285
-0.4% -$10.7K 0.14% 56
2021
Q3 		$2M Hold
67,323
– – 0.12% 58
2021
Q2 		$2.16M Buy
67,323
+44,832
+199% +$1.44M 0.13% 57
2021
Q1 		$2.17M Sell
22,491
-80
-0.4% -$7.71K 0.13% 53
2020
Q4 		$2.05M Hold
22,571
– – 0.13% 59
2020
Q3 		$1.75M Hold
22,571
– – 0.23% 44
2020
Q2 		$1.57M Hold
22,571
– – 0.22% 45
2020
Q1 		$1.29M Sell
22,571
-39
-0.2% -$2.24K 0.23% 47
2019
Q4 		$1.64M Sell
22,610
-1
-0% -$72 0.22% 43
2019
Q3 		$1.57M Hold
22,611
– – 0.23% 42
2019
Q2 		$1.75M Hold
22,611
– – 0.27% 40
2019
Q1 		$1.69M Hold
22,611
– – 0.28% 37
2018
Q4 		$1.4M Sell
22,611
-71
-0.3% -$4.41K 0.27% 46
2018
Q3 		$1.68M Hold
22,682
– – 0.33% 41
2018
Q2 		$1.45M Hold
22,682
– – 0.54% 40
2018
Q1 		$1.26M Hold
22,682
– – 0.52% 39
2017
Q4 		$1.25M Sell
22,682
-66
-0.3% -$3.63K 0.53% 39
2017
Q3 		$1.23M Hold
22,748
– – 0.62% 39
2017
Q2 		$1.24M Hold
22,748
– – 0.64% 37
2017
Q1 		$1.06M Hold
22,748
– – 0.57% 39
2016
Q4 		$819K Sell
22,748
-5,836
-20% -$210K 0.54% 33
2016
Q3 		$873K Hold
28,584
– – 0.6% 28
2016
Q2 		$745K Buy
28,584
+1,426
+5% +$37.2K 0.5% 31
2016
Q1 		$700K Hold
27,158
– – 0.55% 25
2015
Q4 		$705K Sell
27,158
-75
-0.3% -$1.95K 0.59% 23
2015
Q3 		$732K Hold
27,233
– – 0.63% 22
2015
Q2 		$889K Hold
27,233
– – 0.74% 27
2015
Q1 		$902K Hold
27,233
– – 0.74% 24
2014
Q4 		$986K Sell
27,233
-55
-0.2% -$1.99K 0.88% 18
2014
Q3 		$874K Hold
27,288
– – 0.91% 22
2014
Q2 		$841K Hold
27,288
– – 0.9% 23
2014
Q1 		$791K Buy
27,288
+7,486
+38% +$217K 0.92% 22
2013
Q4 		$570K Buy
+19,802
New +$570K 0.72% 27