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

Legacy Financial Group (Oklahoma)’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
2024 Q3	–	Sell	-7,496	Closed	-$251K	–	81
2024 Q2	$251K	Sell	7,496 -10	-0.1%	-$340	0.09%	61
2024 Q1	$278K	Sell	7,506 -59	-0.8%	-$2.15K	0.11%	58
2023 Q4	$262K	Buy	7,565 +30	+0.4%	+$956	0.11%	57
2023 Q3	$232K	Sell	7,535 -148	-2%	-$4.69K	0.11%	62
2023 Q2	$262K	Buy	7,683 +58	+0.8%	+$1.83K	0.13%	58
2023 Q1	$228K	Hold	7,625	–	–	0.13%	53
2022 Q4	$236K	Buy	+7,625	New	+$229K	0.15%	52

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s CSX Position: Q3 2024 in Review

Legacy Financial Group (Oklahoma) sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 7,496 shares — an estimated $251K sold.

Legacy Financial Group (Oklahoma) first reported a position in CSX in Q4 2022 and held it in 7 quarters. The position peaked at $278K in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

Legacy Financial Group (Oklahoma) reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
Legacy Financial Group (Oklahoma) sold 7,496 CSX Corp shares in Q3 2024, an estimated $251K.
Legacy Financial Group (Oklahoma) first reported a position in CSX Corp in Q4 2022 and held it in 7 quarters.
Legacy Financial Group (Oklahoma)'s CSX Corp position peaked at $278K in Q1 2024.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q3 2024, filed 13 Nov 2024.