Sanders Morris Harris’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	–	Sell	-22,500	Closed	-$665K	–	195
2025 Q1	$665K	Hold	22,500	–	–	0.1%	129
2024 Q4	$726K	Hold	22,500	–	–	0.11%	133
2024 Q3	$777K	Hold	22,500	–	–	0.13%	117
2024 Q2	$753K	Hold	22,500	–	–	0.12%	116
2024 Q1	$834K	Hold	22,500	–	–	0.15%	106
2023 Q4	$780K	Hold	22,500	–	–	0.38%	69
2023 Q3	$681K	Hold	22,500	–	–	0.14%	109
2023 Q2	$773K	Buy	+22,500	New	+$773K	0.17%	91
2023 Q1	–	Sell	-22,500	Closed	-$697K	–	170
2022 Q4	$697K	Hold	22,500	–	–	0.26%	86
2022 Q3	$618K	Hold	22,500	–	–	0.15%	110
2022 Q2	$660K	Hold	22,500	–	–	0.14%	107
2022 Q1	$843K	Hold	22,500	–	–	0.16%	100
2021 Q4	$833K	Hold	22,500	–	–	0.14%	106
2021 Q3	$727K	Hold	22,500	–	–	0.13%	119
2021 Q2	$729K	Hold	22,500	–	–	0.14%	126
2021 Q1	$727K	Hold	22,500	–	–	0.15%	114
2020 Q4	$710K	Hold	22,500	–	–	0.16%	111
2020 Q3	$593K	Buy	+22,500	New	+$593K	0.16%	120
2020 Q2	–	Sell	-22,500	Closed	-$426K	–	136
2020 Q1	$426K	Sell	22,500 -67,500	-75%	-$1.28M	0.42%	55
2019 Q4	$2.2M	Hold	90,000	–	–	0.5%	53
2019 Q3	$2M	Hold	90,000	–	–	0.48%	53
2019 Q2	$2.35M	Buy	+90,000	New	+$2.35M	0.61%	35