Legacy Financial Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $489K | Buy |
11,916
+3,432
| +40% | +$135K | 0.07% | 243 |
|
|
2025
Q4 | $308K | Buy |
8,484
+277
| +3% | +$9.91K | 0.04% | 311 |
|
|
2025
Q3 | $291K | Sell |
8,207
-34
| -0.4% | -$1.16K | 0.04% | 325 |
|
|
2025
Q2 | $269K | Buy |
8,241
+112
| +1% | +$3.37K | 0.04% | 291 |
|
|
2025
Q1 | $239K | Sell |
8,129
-1,847
| -19% | -$58.7K | 0.04% | 320 |
|
|
2024
Q4 | $322K | Sell |
9,976
-363
| -4% | -$12.4K | 0.05% | 264 |
|
|
2024
Q3 | $357K | Buy |
10,339
+1,955
| +23% | +$66.3K | 0.06% | 246 |
|
|
2024
Q2 | $280K | Sell |
8,384
-542
| -6% | -$18.4K | 0.05% | 263 |
|
|
2024
Q1 | $331K | Sell |
8,926
-18,869
| -68% | -$689K | 0.06% | 234 |
|
|
2023
Q4 | $964K | Buy |
27,795
+547
| +2% | +$17.4K | 0.19% | 87 |
|
|
2023
Q3 | $838K | Sell |
27,248
-197
| -0.7% | -$6.24K | 0.17% | 80 |
|
|
2023
Q2 | $936K | Buy |
27,445
+191
| +0.7% | +$6.04K | 0.17% | 72 |
|
|
2023
Q1 | $816K | Sell |
27,254
-193
| -0.7% | -$5.93K | 0.17% | 71 |
|
|
2022
Q4 | $850K | Sell |
27,447
-367
| -1% | -$11K | 0.18% | 67 |
|
|
2022
Q3 | $741K | Sell |
27,814
-736
| -3% | -$22.9K | 0.18% | 65 |
|
|
2022
Q2 | $830K | Buy |
28,550
+241
| +0.9% | +$7.86K | 0.21% | 56 |
|
|
2022
Q1 | $1.06M | Sell |
28,309
-13,527
| -32% | -$478K | 0.24% | 44 |
|
|
2021
Q4 | $1.57M | Sell |
41,836
-274
| -0.7% | -$9.66K | 0.36% | 29 |
|
|
2021
Q3 | $1.25M | Buy |
42,110
+1,537
| +4% | +$49.2K | 0.31% | 28 |
|
|
2021
Q2 | $1.3M | Sell |
40,573
-983
| -2% | -$32.4K | 0.33% | 22 |
|
|
2021
Q1 | $1.34M | Buy |
41,556
+813
| +2% | +$24.8K | 0.37% | 21 |
|
|
2020
Q4 | $1.23M | Sell |
40,743
-3
| -0% | -$86 | 0.35% | 23 |
|
|
2020
Q3 | $1.05M | Sell |
40,746
-1,266
| -3% | -$31.2K | 0.32% | 24 |
|
|
2020
Q2 | $977K | Buy |
42,012
+471
| +1% | +$10.4K | 0.35% | 22 |
|
|
2020
Q1 | $917K | Buy |
41,541
+279
| +0.7% | +$6.51K | 0.34% | 24 |
|
|
2019
Q4 | $995K | Sell |
41,262
-3
| -0% | -$71 | 0.31% | 31 |
|
|
2019
Q3 | $953K | Buy |
41,265
+60
| +0.1% | +$1.4K | 0.32% | 32 |
|
|
2019
Q2 | $1.06M | Sell |
41,205
-798
| -2% | -$20.6K | 0.38% | 26 |
|
|
2019
Q1 | $1.05M | Buy |
42,003
+1,725
| +4% | +$39.9K | 0.36% | 24 |
|
|
2018
Q4 | $834K | Buy |
40,278
+1,788
| +5% | +$41.1K | 0.32% | 32 |
|
|
2018
Q3 | $950K | Hold |
38,490
| – | – | 0.34% | 31 |
|
|
2018
Q2 | $830K | Buy |
38,490
+63
| +0.2% | +$1.3K | 0.32% | 30 |
|
|
2018
Q1 | $707K | Buy |
38,427
+168
| +0.4% | +$3.14K | 0.28% | 32 |
|
|
2017
Q4 | $701K | Buy |
+38,259
| New | +$678K | 0.29% | 30 |
|
Other funds holding CSX
VCM
VPM
Legacy Financial Advisors's CSX Position: Q1 2026 in Review
Legacy Financial Advisors increased its CSX Corp (CSX) stake by 40% in Q1 2026, buying an estimated $135K and bringing the position to 11,916 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #243.
Legacy Financial Advisors first reported a position in CSX in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.57M in Q4 2021. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Legacy Financial Advisors held 11,916 shares of CSX Corp worth $489K as of Q1 2026.
- Legacy Financial Advisors bought 3,432 CSX Corp shares in Q1 2026, an estimated $135K.
- CSX Corp made up 0.07% of Legacy Financial Advisors's portfolio in Q1 2026, its #243 holding.
- Legacy Financial Advisors first reported a position in CSX Corp in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's CSX Corp position peaked at $1.57M in Q4 2021.
- 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.