Lee Financial’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-6,181
| Closed | -$219K | – | 151 |
|
|
2025
Q3 | $219K | Buy |
+6,181
| New | +$211K | 0.03% | 168 |
|
|
2025
Q1 | – | Sell |
-6,412
| Closed | -$207K | – | 154 |
|
|
2024
Q4 | $207K | Sell |
6,412
-164
| -2% | -$5.63K | 0.03% | 169 |
|
|
2024
Q3 | $227K | Buy |
+6,576
| New | +$223K | 0.03% | 166 |
|
|
2024
Q1 | – | Sell |
-3,366
| Closed | -$117K | – | 302 |
|
|
2023
Q4 | $117K | Sell |
3,366
-150
| -4% | -$4.78K | 0.02% | 165 |
|
|
2023
Q3 | $108K | Buy |
3,516
+150
| +4% | +$4.75K | 0.02% | 160 |
|
|
2023
Q2 | $115K | Hold |
3,366
| – | – | 0.02% | 155 |
|
|
2023
Q1 | $101K | Sell |
3,366
-29
| -0.9% | -$891 | 0.02% | 168 |
|
|
2022
Q4 | $105K | Hold |
3,395
| – | – | 0.02% | 190 |
|
|
2022
Q3 | $91K | Buy |
3,395
+245
| +8% | +$7.62K | 0.02% | 195 |
|
|
2022
Q2 | $92K | Hold |
3,150
| – | – | 0.02% | 194 |
|
|
2022
Q1 | $118K | Sell |
3,150
-5
| -0.2% | -$177 | 0.02% | 178 |
|
|
2021
Q4 | $119K | Buy |
3,155
+5
| +0.2% | +$176 | 0.02% | 174 |
|
|
2021
Q3 | $94K | Hold |
3,150
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $101K | Hold |
3,150
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $101K | Hold |
3,150
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $95K | Hold |
3,150
| – | – | 0.02% | 164 |
|
|
2020
Q3 | $82K | Hold |
3,150
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $73K | Hold |
3,150
| – | – | 0.02% | 165 |
|
|
2020
Q1 | $60K | Hold |
3,150
| – | – | 0.02% | 154 |
|
|
2019
Q4 | $76K | Sell |
3,150
-3,483
| -53% | -$82.4K | 0.02% | 162 |
|
|
2019
Q3 | $153K | Buy |
6,633
+12
| +0.2% | +$279 | 0.03% | 133 |
|
|
2019
Q2 | $171K | Sell |
6,621
-288
| -4% | -$7.42K | 0.04% | 133 |
|
|
2019
Q1 | $172K | Buy |
6,909
+9
| +0.1% | +$208 | 0.04% | 133 |
|
|
2018
Q4 | $143K | Buy |
6,900
+12
| +0.2% | +$276 | 0.04% | 134 |
|
|
2018
Q3 | $170K | Buy |
6,888
+9
| +0.1% | +$214 | 0.04% | 134 |
|
|
2018
Q2 | $146K | Buy |
6,879
+12
| +0.2% | +$247 | 0.03% | 184 |
|
|
2018
Q1 | $128K | Buy |
6,867
+12
| +0.2% | +$224 | 0.03% | 188 |
|
|
2017
Q4 | $126K | Buy |
6,855
+12
| +0.2% | +$212 | 0.04% | 137 |
|
|
2017
Q3 | $124K | Buy |
6,843
+15
| +0.2% | +$257 | 0.04% | 131 |
|
|
2017
Q2 | $124K | Buy |
6,828
+12
| +0.2% | +$206 | 0.05% | 137 |
|
|
2017
Q1 | $106K | Sell |
6,816
-1,356
| -17% | -$20.7K | 0.04% | 134 |
|
|
2016
Q4 | $98K | Buy |
+8,172
| New | +$91.6K | 0.05% | 138 |
|
Other funds holding CSX
