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Legend Financial Advisors’s CSX Corp CSX Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-660
Closed -$21.3K – 80
2024
Q4 		$21.3K Buy
+660
New +$22.6K 0.02% 84
2024
Q3 		– Sell
-660
Closed -$22.1K – 185
2024
Q2 		$22.1K Buy
+660
New +$22.4K 0.02% 94
2023
Q1 		– Sell
-219
Closed -$6.79K – 235
2022
Q4 		$6.79K Hold
219
– – 0.01% 188
2022
Q3 		$5.83K Buy
+219
New +$6.81K 0.01% 177
2019
Q3 		– Sell
-30,129
Closed -$776K – 34
2019
Q2 		$776K Buy
30,129
+555
+2% +$14.3K 0.68% 22
2019
Q1 		$738K Sell
29,574
-21
-0.1% -$486 0.81% 17
2018
Q4 		$613K Buy
+29,595
New +$681K 0.9% 18

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legend Financial Advisors's CSX Position: Q1 2025 in Review

Legend Financial Advisors sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 660 shares — an estimated $21.3K sold.

Legend Financial Advisors first reported a position in CSX in Q4 2018 and held it in 7 quarters. The position peaked at $776K in Q2 2019. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Legend Financial Advisors reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 660 CSX Corp shares in Q1 2025, an estimated $21.3K.
  • Legend Financial Advisors first reported a position in CSX Corp in Q4 2018 and held it in 7 quarters.
  • Legend Financial Advisors's CSX Corp position peaked at $776K in Q2 2019.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.