Steward Partners Investment Advisory’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.66M | Buy |
137,878
+40,505
| +42% | +$1.59M | 0.03% | 472 |
|
|
2025
Q4 | $3.53M | Sell |
97,373
-5,911
| -6% | -$212K | 0.02% | 586 |
|
|
2025
Q3 | $3.67M | Sell |
103,284
-1,243
| -1% | -$42.4K | 0.02% | 565 |
|
|
2025
Q2 | $3.41M | Sell |
104,527
-9,675
| -8% | -$291K | 0.03% | 540 |
|
|
2025
Q1 | $3.36M | Sell |
114,202
-3,803
| -3% | -$121K | 0.03% | 509 |
|
|
2024
Q4 | $3.81M | Buy |
118,005
+13,836
| +13% | +$475K | 0.03% | 454 |
|
|
2024
Q3 | $3.6M | Buy |
104,169
+4,600
| +5% | +$156K | 0.03% | 461 |
|
|
2024
Q2 | $3.33M | Buy |
99,569
+6,375
| +7% | +$217K | 0.04% | 444 |
|
|
2024
Q1 | $3.45M | Buy |
93,194
+14,778
| +19% | +$539K | 0.04% | 422 |
|
|
2023
Q4 | $2.72M | Sell |
78,416
-7,641
| -9% | -$243K | 0.04% | 429 |
|
|
2023
Q3 | $2.65M | Buy |
86,057
+4,770
| +6% | +$151K | 0.04% | 396 |
|
|
2023
Q2 | $2.77M | Buy |
81,287
+2,952
| +4% | +$93.4K | 0.04% | 395 |
|
|
2023
Q1 | $2.35M | Buy |
78,335
+408
| +0.5% | +$12.5K | 0.04% | 425 |
|
|
2022
Q4 | $2.41M | Buy |
77,927
+370
| +0.5% | +$11.1K | 0.04% | 402 |
|
|
2022
Q3 | $2.07M | Sell |
77,557
-3,863
| -5% | -$120K | 0.04% | 417 |
|
|
2022
Q2 | $2.37M | Sell |
81,420
-55,522
| -41% | -$1.81M | 0.04% | 385 |
|
|
2022
Q1 | $5.13M | Sell |
136,942
-2,893
| -2% | -$102K | 0.08% | 257 |
|
|
2021
Q4 | $5.26M | Buy |
139,835
+14,780
| +12% | +$521K | 0.08% | 255 |
|
|
2021
Q3 | $3.72M | Buy |
125,055
+1,614
| +1% | +$51.7K | 0.06% | 307 |
|
|
2021
Q2 | $3.96M | Buy |
123,441
+6,648
| +6% | +$219K | 0.07% | 296 |
|
|
2021
Q1 | $3.75M | Buy |
116,793
+9,705
| +9% | +$296K | 0.07% | 303 |
|
|
2020
Q4 | $3.24M | Buy |
107,088
+711
| +0.7% | +$20.4K | 0.07% | 271 |
|
|
2020
Q3 | $2.75M | Buy |
106,377
+4,419
| +4% | +$109K | 0.07% | 263 |
|
|
2020
Q2 | $2.37M | Buy |
101,958
+1,926
| +2% | +$42.6K | 0.07% | 277 |
|
|
2020
Q1 | $1.91M | Buy |
100,032
+11,118
| +13% | +$260K | 0.07% | 266 |
|
|
2019
Q4 | $2.14M | Buy |
88,914
+3,252
| +4% | +$76.9K | 0.06% | 293 |
|
|
2019
Q3 | $1.98M | Sell |
85,662
-3,264
| -4% | -$76K | 0.07% | 276 |
|
|
2019
Q2 | $2.29M | Sell |
88,926
-1,380
| -2% | -$35.6K | 0.08% | 239 |
|
|
2019
Q1 | $2.25M | Buy |
90,306
+924
| +1% | +$21.4K | 0.1% | 214 |
|
|
2018
Q4 | $1.85M | Buy |
89,382
+3,432
| +4% | +$78.9K | 0.09% | 234 |
|
|
2018
Q3 | $2.12M | Buy |
85,950
+32,790
| +62% | +$781K | 0.1% | 216 |
|
|
2018
Q2 | $1.13M | Buy |
53,160
+10,848
| +26% | +$223K | 0.07% | 275 |
|
|
2018
Q1 | $785K | Buy |
42,312
+3,123
| +8% | +$58.4K | 0.05% | 313 |
|
|
2017
Q4 | $718K | Buy |
39,189
+4,146
| +12% | +$73.4K | 0.05% | 297 |
|
|
2017
Q3 | $633K | Buy |
35,043
+1,521
| +5% | +$26.1K | 0.06% | 257 |
|
|
2017
Q2 | $609K | Buy |
33,522
+16,989
| +103% | +$291K | 0.07% | 244 |
|
|
2017
Q1 | $256K | Sell |
16,533
-24,978
| -60% | -$381K | 0.04% | 294 |
|
|
2016
Q4 | $497K | Buy |
+41,511
| New | +$465K | 0.23% | 104 |
|
Other funds holding CSX
VCM
VPM
