Legacy Private Trust’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-23,450
Closed -$757K 248
2024
Q4
$757K Sell
23,450
-4,685
-17% -$151K 0.05% 161
2024
Q3
$972K Hold
28,135
0.07% 153
2024
Q2
$941K Sell
28,135
-940
-3% -$31.4K 0.07% 146
2024
Q1
$1.08M Hold
29,075
0.08% 145
2023
Q4
$1.01M Sell
29,075
-175
-0.6% -$6.07K 0.08% 136
2023
Q3
$899K Sell
29,250
-1,860
-6% -$57.2K 0.08% 143
2023
Q2
$1.06M Buy
31,110
+2,060
+7% +$70.2K 0.09% 134
2023
Q1
$870K Hold
29,050
0.07% 144
2022
Q4
$900K Hold
29,050
0.08% 145
2022
Q3
$774K Hold
29,050
0.07% 144
2022
Q2
$844K Sell
29,050
-457
-2% -$13.3K 0.08% 140
2022
Q1
$1.11M Sell
29,507
-1,366
-4% -$51.2K 0.09% 144
2021
Q4
$1.16M Hold
30,873
0.09% 142
2021
Q3
$918K Hold
30,873
0.07% 149
2021
Q2
$990K Hold
30,873
0.08% 144
2021
Q1
$992K Hold
30,873
0.09% 139
2020
Q4
$934K Sell
30,873
-240
-0.8% -$7.26K 0.09% 136
2020
Q3
$806K Sell
31,113
-345
-1% -$8.94K 0.08% 142
2020
Q2
$731K Sell
31,458
-7,485
-19% -$174K 0.08% 134
2020
Q1
$744K Sell
38,943
-31,023
-44% -$593K 0.1% 133
2019
Q4
$1.69M Hold
69,966
0.18% 113
2019
Q3
$1.62M Hold
69,966
0.18% 108
2019
Q2
$1.8M Sell
69,966
-1,530
-2% -$39.4K 0.21% 101
2019
Q1
$1.78M Sell
71,496
-19,857
-22% -$495K 0.21% 105
2018
Q4
$1.89M Sell
91,353
-5,985
-6% -$124K 0.24% 97
2018
Q3
$2.4M Sell
97,338
-1,947
-2% -$48.1K 0.27% 87
2018
Q2
$2.11M Sell
99,285
-13,260
-12% -$282K 0.25% 94
2018
Q1
$2.09M Sell
112,545
-3,180
-3% -$59.1K 0.24% 92
2017
Q4
$2.12M Hold
115,725
0.25% 89
2017
Q3
$2.09M Sell
115,725
-2,490
-2% -$45K 0.25% 83
2017
Q2
$2.15M Sell
118,215
-1,080
-0.9% -$19.6K 0.27% 84
2017
Q1
$1.85M Sell
119,295
-27,840
-19% -$432K 0.24% 102
2016
Q4
$1.76M Sell
147,135
-18,996
-11% -$227K 0.24% 105
2016
Q3
$1.69M Sell
166,131
-2,805
-2% -$28.5K 0.23% 108
2016
Q2
$1.47M Sell
168,936
-14,457
-8% -$126K 0.21% 112
2016
Q1
$1.57M Buy
183,393
+9,840
+6% +$84.5K 0.24% 103
2015
Q4
$1.5M Sell
173,553
-55,329
-24% -$479K 0.23% 106
2015
Q3
$2.05M Sell
228,882
-5,400
-2% -$48.4K 0.32% 88
2015
Q2
$2.55M Sell
234,282
-18,159
-7% -$198K 0.38% 77
2015
Q1
$2.79M Sell
252,441
-2,640
-1% -$29.1K 0.41% 70
2014
Q4
$3.08M Buy
255,081
+68,721
+37% +$830K 0.45% 61
2014
Q3
$1.99M Buy
186,360
+15,810
+9% +$169K 0.3% 88
2014
Q2
$1.75M Sell
170,550
-4,980
-3% -$51.2K 0.27% 102
2014
Q1
$1.7M Buy
175,530
+28,431
+19% +$275K 0.3% 87
2013
Q4
$1.41M Buy
147,099
+2,739
+2% +$26.3K 0.26% 93
2013
Q3
$1.24M Buy
144,360
+8,475
+6% +$72.7K 0.26% 84
2013
Q2
$1.05M Buy
+135,885
New +$1.05M 0.25% 86