Ownership history in Lee Financial Co · 32 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in CSX CORP (CSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,181 | -231 | -3.6% | 0.03% | $219K | $35.26 |
| 2024 Q4 | REDUCED | 6,412 | -164 | -2.5% | 0.03% | $207K | $31.66 |
| 2024 Q3 | ADDED | 6,576 | +3,210 | +95.4% | 0.03% | $227K | $33.76 |
| 2023 Q4 | REDUCED | 3,366 | -150 | -4.3% | 0.02% | $117K | $33.55 |
| 2023 Q3 | ADDED | 3,516 | +150 | +4.5% | 0.02% | $108K | $29.66 |
| 2023 Q2 | UNCHANGED | 3,366 | — | 0% | 0.02% | $115K | $32.77 |
| 2023 Q1 | REDUCED | 3,366 | -29 | -0.9% | 0.02% | $101K | $28.67 |
| 2022 Q4 | UNCHANGED | 3,395 | — | 0% | 0.02% | $105K | $29.56 |
| 2022 Q3 | ADDED | 3,395 | +245 | +7.8% | 0.02% | $91K | $25.34 |
| 2022 Q2 | UNCHANGED | 3,150 | — | 0% | 0.02% | $92K | $27.55 |
As of 2025 Q4 — sorted by position size