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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

CSX holding history

CSX Corp in every 13F filed by Outlook Wealth Advisors, LLC, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of CSX by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−12,116−100.0%Sold outHolders
Q2 202512,116$395.3K0.1%−375−3.0%ReducedHolders
Q1 202512,491$367.6K0.1%+211+1.7%AddedHolders
Q4 202412,280$396.3K0.1%+12,280NewHolders
Q2 20240$00.0%−25,598−100.0%Sold outHolders
Q1 202425,598$948.9K0.3%−192−0.7%ReducedHolders
Q4 202325,790$894.2K0.3%−2,238−8.0%ReducedHolders
Q3 202328,028$861.9K0.3%+2,056+7.9%AddedHolders
Q2 202325,972$885.6K0.3%+3,825+17.3%AddedHolders
Q1 202322,147$663.1K0.3%+22,147NewHolders