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Souders Financial Advisors’s CSX Corp CSX Stock Holding History

Souders Financial 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
Q2 		– Sell
-11,207
Closed -$330K – 203
2025
Q1 		$330K Sell
11,207
-316
-3% -$10K 0.05% 149
2024
Q4 		$372K Buy
11,523
+191
+2% +$6.55K 0.05% 139
2024
Q3 		$391K Hold
11,332
– – 0.05% 134
2024
Q2 		$379K Buy
11,332
+79
+0.7% +$2.68K 0.06% 134
2024
Q1 		$417K Sell
11,253
-647
-5% -$23.6K 0.07% 133
2023
Q4 		$413K Buy
11,900
+38
+0.3% +$1.21K 0.07% 126
2023
Q3 		$365K Sell
11,862
-136
-1% -$4.31K 0.07% 127
2023
Q2 		$409K Sell
11,998
-28
-0.2% -$886 0.08% 122
2023
Q1 		$360K Sell
12,026
-20
-0.2% -$615 0.08% 127
2022
Q4 		$373K Buy
12,046
+245
+2% +$7.37K 0.09% 128
2022
Q3 		$314K Buy
11,801
+15
+0.1% +$466 0.09% 128
2022
Q2 		$343K Sell
11,786
-22,218
-65% -$724K 0.1% 112
2022
Q1 		$1.27M Buy
34,004
+1,465
+5% +$51.8K 0.37% 62
2021
Q4 		$1.22M Buy
32,539
+2,070
+7% +$73K 0.35% 65
2021
Q3 		$906K Buy
30,469
+18,039
+145% +$578K 0.29% 73
2021
Q2 		$399K Buy
12,430
+109
+0.9% +$3.6K 0.13% 105
2021
Q1 		$396K Buy
12,321
+432
+4% +$13.2K 0.16% 95
2020
Q4 		$360K Hold
11,889
– – 0.16% 91
2020
Q3 		$362K Buy
11,889
+9
+0.1% +$222 0.17% 86
2020
Q2 		$276K Buy
11,880
+12
+0.1% +$265 0.16% 86
2020
Q1 		$227K Buy
+11,868
New +$277K 0.2% 81

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Souders Financial Advisors's CSX Position: Q2 2025 in Review

Souders Financial Advisors sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 11,207 shares — an estimated $330K sold.

Souders Financial Advisors first reported a position in CSX in Q1 2020 and held it in 21 quarters. The position peaked at $1.27M in Q1 2022. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Souders Financial Advisors reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Souders Financial Advisors sold 11,207 CSX Corp shares in Q2 2025, an estimated $330K.
  • Souders Financial Advisors first reported a position in CSX Corp in Q1 2020 and held it in 21 quarters.
  • Souders Financial Advisors's CSX Corp position peaked at $1.27M in Q1 2022.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Souders Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.