Sonora Investment Management Group’s CSX Corp CSX Stock Holding History

Sonora Investment Management Group’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 Q3	$1.12M	Sell	31,609 -310	-1%	-$10.6K	0.08%	124
2025 Q2	$1.04M	Sell	31,919 -600	-2%	-$18.1K	0.08%	128
2025 Q1	$957K	Sell	32,519 -900	-3%	-$28.6K	0.08%	132
2024 Q4	$1.08M	Buy	33,419 +5,753	+21%	+$197K	0.08%	129
2024 Q3	$955K	Buy	27,666 +1,929	+7%	+$65.5K	0.07%	137
2024 Q2	$954K	Hold	25,737	–	–	0.07%	136
2024 Q1	$954K	Sell	25,737 -155	-0.6%	-$5.66K	0.07%	136
2023 Q4	$898K	Sell	25,892 -26,867	-51%	-$856K	0.07%	136
2023 Q3	$1.62M	Sell	52,759 -2,315	-4%	-$73.3K	0.14%	118
2023 Q2	$1.88M	Sell	55,074 -3,276	-6%	-$104K	0.16%	111
2023 Q1	$1.75M	Sell	58,350 -3,044	-5%	-$93.6K	0.15%	113
2022 Q4	$1.9M	Buy	61,394 +377	+0.6%	+$11.3K	0.17%	109
2022 Q3	$1.77M	Hold	61,017	–	–	0.23%	83
2022 Q2	$1.77M	Buy	61,017 +2,414	+4%	+$78.7K	0.17%	111
2022 Q1	$2.2M	Sell	58,603 -539	-0.9%	-$19.1K	0.25%	82
2021 Q4	$2.22M	Buy	+59,142	New	+$2.09M	0.26%	81

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management Group's CSX Position: Q3 2025 in Review

Sonora Investment Management Group reduced its CSX Corp (CSX) stake by 0.97% in Q3 2025, selling an estimated $10.6K and leaving 31,609 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #124.

Sonora Investment Management Group first reported a position in CSX in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.22M in Q4 2021. 1,738 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Sonora Investment Management Group held 31,609 shares of CSX Corp worth $1.12M as of Q3 2025.
Sonora Investment Management Group sold 310 CSX Corp shares in Q3 2025, an estimated $10.6K.
CSX Corp made up 0.08% of Sonora Investment Management Group's portfolio in Q3 2025, its #124 holding.
Sonora Investment Management Group first reported a position in CSX Corp in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's CSX Corp position peaked at $2.22M in Q4 2021.
1,738 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.