Richards, Merrill & Peterson’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
Q2
Sell
-1,871
Closed -$55.1K 257
2025
Q1
$55.1K Hold
1,871
0.03% 243
2024
Q4
$60.4K Buy
+1,871
New +$64.2K 0.03% 228

Other funds holding CSX

Richards, Merrill & Peterson's CSX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 1,871 shares — an estimated $55.1K sold.

Richards, Merrill & Peterson first reported a position in CSX in Q4 2024 and held it in 2 quarters. The position peaked at $60.4K in Q4 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,871 CSX Corp shares in Q2 2025, an estimated $55.1K.
  • Richards, Merrill & Peterson first reported a position in CSX Corp in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's CSX Corp position peaked at $60.4K in Q4 2024.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.