Summit Securities Group’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 | – | Sell |
-5,600
| Closed | -$203K | – | 1112 |
|
|
2025
Q4 | $203K | Buy |
5,600
+3,992
| +248% | +$143K | 0.03% | 333 |
|
|
2025
Q3 | $57.1K | Buy |
+1,608
| New | +$54.9K | 0.01% | 535 |
|
|
2025
Q1 | – | Sell |
-305
| Closed | -$9.84K | – | 853 |
|
|
2024
Q4 | $9.84K | Buy |
+305
| New | +$10.5K | ﹤0.01% | 463 |
|
|
2024
Q3 | – | Sell |
-259
| Closed | -$9K | – | 635 |
|
|
2024
Q2 | $9K | Buy |
+259
| New | +$8.8K | ﹤0.01% | 446 |
|
|
2024
Q1 | – | Sell |
-159
| Closed | -$6K | – | 543 |
|
|
2023
Q4 | $6K | Sell |
159
-66
| -29% | -$2.1K | ﹤0.01% | 544 |
|
|
2023
Q3 | $7K | Sell |
225
-464
| -67% | -$14.7K | ﹤0.01% | 444 |
|
|
2023
Q2 | $23K | Buy |
+689
| New | +$21.8K | ﹤0.01% | 590 |
|
|
2022
Q4 | – | Sell |
-8,233
| Closed | -$219K | – | 1192 |
|
|
2022
Q3 | $219K | Buy |
+8,233
| New | +$256K | 0.02% | 407 |
|
|
2022
Q2 | – | Sell |
-9,931
| Closed | -$372K | – | 996 |
|
|
2022
Q1 | $372K | Buy |
+9,931
| New | +$351K | 0.04% | 274 |
|
|
2021
Q1 | – | Sell |
-22,200
| Closed | -$672K | – | 593 |
|
|
2020
Q4 | $672K | Buy |
+22,200
| New | +$638K | 0.06% | 296 |
|
|
2017
Q3 | – | Sell |
-75,426
| Closed | -$1.37M | – | 222 |
|
|
2017
Q2 | $1.37M | Sell |
75,426
-6,993
| -8% | -$120K | 0.24% | 50 |
|
|
2017
Q1 | $1.28M | Buy |
82,419
+61,539
| +295% | +$938K | 0.37% | 54 |
|
|
2016
Q4 | $250K | Buy |
+20,880
| New | +$234K | 0.05% | 224 |
|
|
2016
Q3 | – | Sell |
-79,812
| Closed | -$694K | – | 184 |
|
|
2016
Q2 | $694K | Buy |
+79,812
| New | +$695K | 0.37% | 61 |
|
|
2015
Q1 | – | Sell |
-27,300
| Closed | -$330K | – | 427 |
|
|
2014
Q4 | $330K | Hold |
27,300
| – | – | 0.09% | 145 |
|
|
2014
Q3 | $292K | Buy |
27,300
+13,200
| +94% | +$136K | 0.08% | 172 |
|
|
2014
Q2 | $145K | Buy |
14,100
+10,200
| +262% | +$99.3K | 0.05% | 198 |
|
|
2014
Q1 | $38K | Sell |
3,900
-16,200
| -81% | -$150K | 0.02% | 197 |
|
|
2013
Q4 | $193K | Buy |
+20,100
| New | +$180K | 0.03% | 177 |
|
Other funds holding CSX
VCM
VPM
Summit Securities Group's CSX Position: Q1 2026 in Review
Summit Securities Group sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 5,600 shares — an estimated $203K sold.
Summit Securities Group first reported a position in CSX in Q4 2013 and held it in 19 quarters. The position peaked at $1.37M in Q2 2017. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Summit Securities Group reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 5,600 CSX Corp shares in Q1 2026, an estimated $203K.
- Summit Securities Group first reported a position in CSX Corp in Q4 2013 and held it in 19 quarters.
- Summit Securities Group's CSX Corp position peaked at $1.37M in Q2 2017.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.