Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $455K | Buy |
12,097
+433
| +4% | +$15.3K | 0.03% | 154 |
|
|
2021
Q3 | $347K | Sell |
11,664
-42
| -0.4% | -$1.34K | 0.03% | 158 |
|
|
2021
Q2 | $376K | Buy |
11,706
+6,393
| +120% | +$211K | 0.03% | 163 |
|
|
2021
Q1 | $171K | Hold |
5,313
| – | – | 0.02% | 212 |
|
|
2020
Q4 | $161K | Buy |
5,313
+135
| +3% | +$3.88K | 0.02% | 209 |
|
|
2020
Q3 | $134K | Sell |
5,178
-1,200
| -19% | -$29.6K | 0.01% | 209 |
|
|
2020
Q2 | $148K | Sell |
6,378
-60
| -0.9% | -$1.33K | 0.02% | 195 |
|
|
2020
Q1 | $123K | Sell |
6,438
-873
| -12% | -$20.4K | 0.02% | 202 |
|
|
2019
Q4 | $176K | Sell |
7,311
-150
| -2% | -$3.55K | 0.02% | 192 |
|
|
2019
Q3 | $172K | Hold |
7,461
| – | – | 0.02% | 199 |
|
|
2019
Q2 | $192K | Sell |
7,461
-405
| -5% | -$10.4K | 0.02% | 181 |
|
|
2019
Q1 | $196K | Buy |
7,866
+1,197
| +18% | +$27.7K | 0.03% | 174 |
|
|
2018
Q4 | $138K | Buy |
6,669
+1,800
| +37% | +$41.4K | 0.02% | 198 |
|
|
2018
Q3 | $120K | Hold |
4,869
| – | – | 0.02% | 220 |
|
|
2018
Q2 | $104K | Sell |
4,869
-1,200
| -20% | -$24.7K | 0.01% | 213 |
|
|
2018
Q1 | $113K | Buy |
6,069
+333
| +6% | +$6.22K | 0.02% | 206 |
|
|
2017
Q4 | $105K | Sell |
5,736
-300
| -5% | -$5.31K | 0.01% | 222 |
|
|
2017
Q3 | $109K | Hold |
6,036
| – | – | 0.02% | 205 |
|
|
2017
Q2 | $110K | Buy |
6,036
+1,500
| +33% | +$25.7K | 0.02% | 203 |
|
|
2017
Q1 | $70K | Hold |
4,536
| – | – | 0.01% | 243 |
|
|
2016
Q4 | $54K | Hold |
4,536
| – | – | 0.01% | 262 |
|
|
2016
Q3 | $46K | Hold |
4,536
| – | – | 0.01% | 277 |
|
|
2016
Q2 | $39K | Hold |
4,536
| – | – | 0.01% | 283 |
|
|
2016
Q1 | $39K | Hold |
4,536
| – | – | 0.01% | 422 |
|
|
2015
Q4 | $39K | Hold |
4,536
| – | – | 0.01% | 429 |
|
|
2015
Q3 | $41K | Hold |
4,536
| – | – | 0.01% | 420 |
|
|
2015
Q2 | $49K | Hold |
4,536
| – | – | 0.01% | 438 |
|
|
2015
Q1 | $50K | Sell |
4,536
-300
| -6% | -$3.45K | 0.01% | 417 |
|
|
2014
Q4 | $58K | Hold |
4,836
| – | – | 0.01% | 242 |
|
|
2014
Q3 | $52K | Sell |
4,836
-762
| -14% | -$7.86K | 0.01% | 250 |
|
|
2014
Q2 | $58K | Buy |
5,598
+303
| +6% | +$2.95K | 0.01% | 245 |
|
|
2014
Q1 | $51K | Buy |
5,295
+759
| +17% | +$7.04K | 0.01% | 273 |
|
|
2013
Q4 | $44K | Buy |
4,536
+1,350
| +42% | +$12.1K | 0.01% | 264 |
|
|
2013
Q3 | $28K | Hold |
3,186
| – | – | 0.01% | 298 |
|
|
2013
Q2 | $25K | Buy |
+3,186
| New | +$26.1K | 0.01% | 319 |
|
Other funds holding CSX
SCP
ECU
Reilly Financial Advisors's CSX Position: Q4 2021 in Review
Reilly Financial Advisors increased its CSX Corp (CSX) stake by 3.7% in Q4 2021, buying an estimated $15.3K and bringing the position to 12,097 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #154.
Reilly Financial Advisors first reported a position in CSX in Q2 2013 and has held it in 35 quarters since. 1,547 funds tracked by Wall St. Rank hold CSX as of Q4 2021.
- Reilly Financial Advisors held 12,097 shares of CSX Corp worth $455K as of Q4 2021.
- Reilly Financial Advisors bought 433 CSX Corp shares in Q4 2021, an estimated $15.3K.
- CSX Corp made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #154 holding.
- Reilly Financial Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 35 quarters since.
- 1,547 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.