Regal Investment Advisors’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5,351
Closed -$220K 656
2026
Q1
$220K Buy
+5,351
New +$210K 0.01% 613
2024
Q2
Sell
-5,718
Closed -$212K 574
2024
Q1
$212K Buy
+5,718
New +$209K 0.01% 540
2023
Q2
Sell
-10,777
Closed -$323K 521
2023
Q1
$323K Sell
10,777
-273
-2% -$8.39K 0.03% 370
2022
Q4
$342K Buy
11,050
+6
+0.1% +$180 0.03% 355
2022
Q3
$294K Buy
11,044
+33
+0.3% +$1.03K 0.03% 372
2022
Q2
$320K Sell
11,011
-575
-5% -$18.7K 0.03% 362
2022
Q1
$434K Sell
11,586
-3,934
-25% -$139K 0.04% 337
2021
Q4
$584K Sell
15,520
-109
-0.7% -$3.84K 0.05% 310
2021
Q3
$465K Buy
15,629
+34
+0.2% +$1.09K 0.05% 336
2021
Q2
$500K Buy
+15,595
New +$514K 0.05% 328
2021
Q1
Sell
-14,553
Closed -$440K 94
2020
Q4
$440K Buy
+14,553
New +$418K 0.05% 301
2020
Q1
Sell
-14,655
Closed -$353K 73
2019
Q4
$353K Sell
14,655
-267
-2% -$6.32K 0.06% 242
2019
Q3
$345K Buy
14,922
+39
+0.3% +$908 0.07% 227
2019
Q2
$384K Buy
14,883
+33
+0.2% +$850 0.07% 222
2019
Q1
$370K Buy
14,850
+36
+0.2% +$834 0.08% 216
2018
Q4
$307K Buy
+14,814
New +$341K 0.07% 238
2015
Q4
Sell
-20,052
Closed -$179K 387
2015
Q3
$179K Buy
20,052
+19,392
+2,938% +$190K 0.05% 250
2015
Q2
$7K Hold
660
﹤0.01% 693
2015
Q1
$7K Buy
660
+600
+1,000% +$6.9K ﹤0.01% 750
2014
Q4
$1K Sell
60
-4,950
-99% -$58K ﹤0.01% 879
2014
Q3
$54K Hold
5,010
0.02% 402
2014
Q2
$51K Hold
5,010
0.02% 385
2014
Q1
$48K Sell
5,010
-360
-7% -$3.34K 0.02% 351
2013
Q4
$51K Hold
5,370
0.03% 287
2013
Q3
$46K Hold
5,370
0.03% 310
2013
Q2
$42K Buy
+5,370
New +$44K 0.02% 320

Other funds holding CSX

Regal Investment Advisors's CSX Position: Q2 2026 in Review

Regal Investment Advisors sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 5,351 shares — an estimated $220K sold.

Regal Investment Advisors first reported a position in CSX in Q2 2013 and held it in 26 quarters. The position peaked at $584K in Q4 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Regal Investment Advisors reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 5,351 CSX Corp shares in Q2 2026, an estimated $220K.
  • Regal Investment Advisors first reported a position in CSX Corp in Q2 2013 and held it in 26 quarters.
  • Regal Investment Advisors's CSX Corp position peaked at $584K in Q4 2021.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.