CSX Corporation shares owned by Heritage Trust
Quarter-by-quarter ownership of CSX Corporation (CSX) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in CSX Corporation
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Quarterly reported holdings in CSX Corporation by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 6.3k | 35.51 |
| 2025-06-30 | $206k | 6.3k | 32.63 |
| 2024-12-31 | $203k | 6.3k | 32.27 |
| 2024-06-30 | $226k | 6.8k | 33.45 |
| 2024-03-31 | $251k | 6.8k | 37.07 |
| 2023-12-31 | $267k | 7.7k | 34.67 |
| 2023-09-30 | $225k | 7.3k | 30.75 |
| 2023-06-30 | $249k | 7.3k | 34.10 |
| 2023-03-31 | $221k | 7.4k | 29.94 |
| 2022-12-31 | $230k | 7.4k | 30.98 |
| 2022-06-30 | $217k | 7.5k | 29.00 |
| 2022-03-31 | $281k | 7.5k | 37.45 |
| 2021-12-31 | $456k | 12k | 37.59 |
| 2021-09-30 | $362k | 12k | 29.74 |
| 2021-06-30 | $395k | 12k | 32.11 |
| 2021-03-31 | $403k | 4.2k | 96.55 |
| 2020-12-31 | $375k | 4.1k | 90.89 |
| 2020-09-30 | $303k | 3.9k | 77.57 |
| 2020-06-30 | $273k | 3.9k | 69.89 |
| 2019-12-31 | $248k | 3.4k | 72.26 |
| 2019-09-30 | $244k | 3.5k | 69.22 |
| 2019-06-30 | $273k | 3.5k | 77.45 |
| 2019-03-31 | $264k | 3.5k | 74.89 |
| 2018-12-31 | $180k | 2.9k | 62.03 |
| 2018-09-30 | $215k | 2.9k | 74.09 |
| 2018-06-30 | $185k | 2.9k | 63.75 |
| 2018-03-31 | $162k | 2.9k | 55.82 |
| 2017-12-31 | $187k | 3.4k | 55.13 |
| 2017-09-30 | $195k | 3.6k | 54.33 |
| 2017-06-30 | $204k | 3.7k | 54.46 |
| 2017-03-31 | $175k | 3.8k | 46.67 |