Morningstar Investment Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
21,370
+2,281
| +12% | +$74.4K | 0.06% | 90 |
|
|
2025
Q1 | $562K | Sell |
19,089
-15,230
| -44% | -$448K | 0.05% | 60 |
|
|
2024
Q4 | $1.11M | Hold |
34,319
| – | – | 0.09% | 64 |
|
|
2024
Q3 | $1.21M | Buy |
34,319
+18,312
| +114% | +$646K | 0.12% | 73 |
|
|
2024
Q2 | $535K | Hold |
16,007
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $593K | Hold |
16,007
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $555K | Sell |
16,007
-175
| -1% | -$6.07K | 0.06% | 118 |
|
|
2023
Q3 | $498K | Hold |
16,182
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $552K | Buy |
+16,182
| New | +$552K | 0.07% | 95 |
|