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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

CSX holding history

CSX Corp in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of CSX by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−6,181−100.0%Sold outHolders
Q3 20256,181$219.5K<0.1%+6,181NewHolders
Q1 20250$00.0%−6,412−100.0%Sold outHolders
Q4 20246,412$206.9K<0.1%−164−2.5%ReducedHolders
Q3 20246,576$227.1K<0.1%+6,576NewHolders
Q1 20240$00.0%−3,366−100.0%Sold outHolders
Q4 20233,366$116.7K<0.1%−150−4.3%ReducedHolders
Q3 20233,516$108.1K<0.1%+150+4.5%AddedHolders
Q2 20233,366$114.8K<0.1%00.0%UnchangedHolders
Q1 20233,366$100.8K<0.1%−29−0.9%ReducedHolders
Q4 20223,395$105.2K<0.1%00.0%UnchangedHolders
Q3 20223,395$91.0K<0.1%+245+7.8%AddedHolders
Q2 20223,150$92.0K<0.1%00.0%UnchangedHolders
Q1 20223,150$118.0K<0.1%−5−0.2%ReducedHolders
Q4 20213,155$119.0K<0.1%+5+0.2%AddedHolders
Q3 20213,150$94.0K<0.1%00.0%UnchangedHolders
Q2 20213,150$101.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 20211,050$101.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.