Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s CSX Corp CSX Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-101
Closed -$3.11K – 130
2023
Q3 		$3.11K Buy
+101
New +$3.2K ﹤0.01% 432

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Legacy Financial Group (Iowa)'s CSX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 101 shares — an estimated $3.11K sold.

Legacy Financial Group (Iowa) first reported a position in CSX in Q3 2023 and held it in 1 quarter. The position peaked at $3.11K in Q3 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 101 CSX Corp shares in Q4 2023, an estimated $3.11K.
  • Legacy Financial Group (Iowa) first reported a position in CSX Corp in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s CSX Corp position peaked at $3.11K in Q3 2023.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.