Legacy Private Trust’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
Q1 | – | Sell |
-23,450
| Closed | -$757K | – | 248 |
|
|
2024
Q4 | $757K | Sell |
23,450
-4,685
| -17% | -$161K | 0.05% | 161 |
|
|
2024
Q3 | $972K | Hold |
28,135
| – | – | 0.07% | 153 |
|
|
2024
Q2 | $941K | Sell |
28,135
-940
| -3% | -$31.9K | 0.07% | 146 |
|
|
2024
Q1 | $1.08M | Hold |
29,075
| – | – | 0.08% | 145 |
|
|
2023
Q4 | $1.01M | Sell |
29,075
-175
| -0.6% | -$5.58K | 0.08% | 136 |
|
|
2023
Q3 | $899K | Sell |
29,250
-1,860
| -6% | -$58.9K | 0.08% | 143 |
|
|
2023
Q2 | $1.06M | Buy |
31,110
+2,060
| +7% | +$65.2K | 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% | -$14.9K | 0.08% | 140 |
|
|
2022
Q1 | $1.1M | Sell |
29,507
-1,366
| -4% | -$48.3K | 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% | -$6.89K | 0.09% | 136 |
|
|
2020
Q3 | $806K | Sell |
31,113
-345
| -1% | -$8.51K | 0.08% | 142 |
|
|
2020
Q2 | $731K | Sell |
31,458
-7,485
| -19% | -$166K | 0.08% | 134 |
|
|
2020
Q1 | $744K | Sell |
38,943
-31,023
| -44% | -$724K | 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% | -$460K | 0.21% | 105 |
|
|
2018
Q4 | $1.89M | Sell |
91,353
-5,985
| -6% | -$138K | 0.24% | 97 |
|
|
2018
Q3 | $2.4M | Sell |
97,338
-1,947
| -2% | -$46.4K | 0.27% | 87 |
|
|
2018
Q2 | $2.11M | Sell |
99,285
-13,260
| -12% | -$273K | 0.25% | 94 |
|
|
2018
Q1 | $2.09M | Sell |
112,545
-3,180
| -3% | -$59.4K | 0.24% | 92 |
|
|
2017
Q4 | $2.12M | Hold |
115,725
| – | – | 0.25% | 89 |
|
|
2017
Q3 | $2.09M | Sell |
115,725
-2,490
| -2% | -$42.7K | 0.25% | 83 |
|
|
2017
Q2 | $2.15M | Sell |
118,215
-1,080
| -0.9% | -$18.5K | 0.27% | 84 |
|
|
2017
Q1 | $1.85M | Sell |
119,295
-27,840
| -19% | -$424K | 0.24% | 102 |
|
|
2016
Q4 | $1.76M | Sell |
147,135
-18,996
| -11% | -$213K | 0.24% | 105 |
|
|
2016
Q3 | $1.69M | Sell |
166,131
-2,805
| -2% | -$26.5K | 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% | +$79.8K | 0.24% | 103 |
|
|
2015
Q4 | $1.5M | Sell |
173,553
-55,329
| -24% | -$502K | 0.23% | 106 |
|
|
2015
Q3 | $2.05M | Sell |
228,882
-5,400
| -2% | -$53K | 0.32% | 88 |
|
|
2015
Q2 | $2.55M | Sell |
234,282
-18,159
| -7% | -$210K | 0.38% | 77 |
|
|
2015
Q1 | $2.79M | Sell |
252,441
-2,640
| -1% | -$30.4K | 0.41% | 70 |
|
|
2014
Q4 | $3.08M | Buy |
255,081
+68,721
| +37% | +$805K | 0.45% | 61 |
|
|
2014
Q3 | $1.99M | Buy |
186,360
+15,810
| +9% | +$163K | 0.3% | 88 |
|
|
2014
Q2 | $1.75M | Sell |
170,550
-4,980
| -3% | -$48.5K | 0.27% | 102 |
|
|
2014
Q1 | $1.7M | Buy |
175,530
+28,431
| +19% | +$264K | 0.3% | 87 |
|
|
2013
Q4 | $1.41M | Buy |
147,099
+2,739
| +2% | +$24.5K | 0.26% | 93 |
|
|
2013
Q3 | $1.24M | Buy |
144,360
+8,475
| +6% | +$71.1K | 0.26% | 84 |
|
|
2013
Q2 | $1.05M | Buy |
+135,885
| New | +$1.11M | 0.25% | 86 |
|
Other funds holding CSX
