Number of Shares
46,936.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
0.4%
Total Estimate Gain
$230,925.12
% of Total Estimate Gain
16.36%

Beacon Financial Advisory LLC's CSX Corp Holding Summary

As of 2025-06-30, Beacon Financial Advisory LLC held 46,936.00 shares of CSX Corp(CSX), totaling $1.53 Mil. This investment constitutes 0.4% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0% of the outstanding CSX Corp(CSX) stock.

The initial trade took place in 2025Q2. And since then Beacon Financial Advisory LLC has made 1 purchases of CSX, at an average price of $30.08, for a total of 46,936.00 shares. Based on historical transaction data and CSX's current price of $35.00, Beacon Financial Advisory LLC's estimated gain on his CSX holdings is $230,925.12, reflecting a 16.36% gain to date.

Beacon Financial Advisory LLC CSX ($35.00) Holding Chart

Beacon Financial Advisory LLC CSX ($35.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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