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Sheaff Brock Investment Advisors’s CSX Corp CSX Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$447K Sell
15,173
-969
-6% -$30.8K 0.04% 276
2024
Q4 		$521K Sell
16,142
-15,412
-49% -$529K 0.05% 247
2024
Q3 		$1.09M Sell
31,554
-1,200
-4% -$40.7K 0.1% 160
2024
Q2 		$1.1M Sell
32,754
-4,600
-12% -$156K 0.1% 158
2024
Q1 		$1.38M Sell
37,354
-2,650
-7% -$96.7K 0.09% 145
2023
Q4 		$1.39M Sell
40,004
-1,330
-3% -$42.4K 0.11% 136
2023
Q3 		$1.27M Sell
41,334
-2,200
-5% -$69.7K 0.12% 136
2023
Q2 		$1.48M Sell
43,534
-60
-0.1% -$1.9K 0.13% 125
2023
Q1 		$1.31M Sell
43,594
-499
-1% -$15.3K 0.12% 135
2022
Q4 		$1.37M Buy
44,093
+134
+0.3% +$4.03K 0.13% 124
2022
Q3 		$1.17M Buy
43,959
+66
+0.2% +$2.05K 0.13% 125
2022
Q2 		$1.28M Sell
43,893
-75
-0.2% -$2.44K 0.11% 123
2022
Q1 		$1.65M Buy
43,968
+22,000
+100% +$778K 0.11% 119
2021
Q4 		$826K Sell
21,968
-28,128
-56% -$992K 0.06% 204
2021
Q3 		$1.49M Sell
50,096
-23,298
-32% -$746K 0.11% 133
2021
Q2 		$2.35M Buy
73,394
+28,169
+62% +$929K 0.17% 86
2021
Q1 		$1.45M Buy
45,225
+1,584
+4% +$48.3K 0.11% 114
2020
Q4 		$1.32M Sell
43,641
-21,744
-33% -$625K 0.11% 119
2020
Q3 		$1.69M Sell
65,385
-2,430
-4% -$59.9K 0.16% 90
2020
Q2 		$1.58M Sell
67,815
-1,380
-2% -$30.5K 0.16% 86
2020
Q1 		$1.32M Buy
69,195
+19,557
+39% +$457K 0.17% 79
2019
Q4 		$1.2M Sell
49,638
-258
-0.5% -$6.1K 0.12% 114
2019
Q3 		$1.15M Sell
49,896
-192
-0.4% -$4.47K 0.12% 118
2019
Q2 		$1.29M Sell
50,088
-28,794
-37% -$742K 0.14% 105
2019
Q1 		$1.97M Sell
78,882
-1,500
-2% -$34.7K 0.24% 81
2018
Q4 		$1.67M Buy
80,382
+34,032
+73% +$783K 0.26% 79
2018
Q3 		$1.14M Buy
46,350
+29,709
+179% +$708K 0.11% 133
2018
Q2 		$354K Sell
16,641
-19,491
-54% -$401K 0.03% 325
2018
Q1 		$671K Sell
36,132
-70,626
-66% -$1.32M 0.07% 208
2017
Q4 		$1.96M Sell
106,758
-9,594
-8% -$170K 0.25% 83
2017
Q3 		$2.1M Sell
116,352
-17,991
-13% -$309K 0.28% 81
2017
Q2 		$2.44M Buy
134,343
+113,706
+551% +$1.95M 0.32% 66
2017
Q1 		$320K Sell
20,637
-9,894
-32% -$151K 0.04% 379
2016
Q4 		$366K Buy
30,531
+5,019
+20% +$56.3K 0.05% 344
2016
Q3 		$259K Buy
25,512
+12
+0% +$113 0.03% 401
2016
Q2 		$222K Buy
25,500
+1,182
+5% +$10.3K 0.03% 453
2016
Q1 		$209K Buy
24,318
+45
+0.2% +$365 0.03% 479
2015
Q4 		$210K Buy
+24,273
New +$220K 0.02% 498

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sheaff Brock Investment Advisors's CSX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its CSX Corp (CSX) stake by 6% in Q1 2025, selling an estimated $30.8K and leaving 15,173 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #276.

Sheaff Brock Investment Advisors first reported a position in CSX in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.44M in Q2 2017. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 15,173 shares of CSX Corp worth $447K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 969 CSX Corp shares in Q1 2025, an estimated $30.8K.
  • CSX Corp made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #276 holding.
  • Sheaff Brock Investment Advisors first reported a position in CSX Corp in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's CSX Corp position peaked at $2.44M in Q2 2017.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.