Aldebaran Financial Inc. Closed Holding Positions

Aldebaran Financial Inc.

  • $71.6 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AL
Air Lease Corp

Industrials
Q2 2022 Filed on Aug 01, 2022
5,675
$30.14 - $45.53 $171K - $258K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2022 Filed on Aug 01, 2022
2,741
$68.56 - $91.42 $188K - $251K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2022 Filed on Aug 01, 2022
52,526
$73.3 - $79.23 $3.85M - $4.16M
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
5,365
$57.51 - $145.19 $309K - $779K
ATSG
Air Transport Services Group, Inc.

Industrials
Q2 2022 Filed on Aug 01, 2022
7,050
$28.44 - $32.84 $201K - $232K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,111
$82.0 - $100.06 $91.1K - $111K
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2022 Filed on Aug 01, 2022
1,826
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
2,250
$105.82 - $134.76 $238K - $303K
AWK
American Water Works Company, Inc.

Utilities
Q2 2022 Filed on Aug 01, 2022
1,660
$130.88 - $171.14 $217K - $284K
AMZN
Amazon Com Inc

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
777
$102.31 - $168.35 $79.5K - $131K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2022 Filed on Apr 18, 2022
16,514
$27.54 - $29.46 $455K - $487K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
5,691
$191.52 - $225.32 $1.09M - $1.28M
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on Apr 18, 2022
1,902
$68.48 - $120.67 $130K - $230K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 16, 2022
1,000
N/A
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 16, 2022
1,902
$91.87 - $125.12 $175K - $238K
AMGN
Amgen Inc

Healthcare
Q3 2021 Filed on Oct 21, 2021
987
$212.27 - $248.7 $210K - $245K
Ishares Gold Tr
Q3 2021 Filed on Oct 21, 2021
2,901
N/A
HTBI
Home Trust Bancshares, Inc.

Financial Services
Q1 2021 Filed on May 03, 2021
12,702
$19.57 - $25.82 $249K - $328K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 03, 2021
19,002
$68.0 - $76.7 $1.29M - $1.46M
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on May 03, 2021
12,600
$29.65 - $38.99 $374K - $491K
INTC
Intel Corp

Technology
Q4 2020 Filed on Feb 05, 2021
4,699
$44.11 - $54.58 $207K - $256K
XLF
Financial Sector Spdr

ETFs
Q4 2020 Filed on Feb 05, 2021
8,310
$23.61 - $29.48 $196K - $245K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2020 Filed on Feb 05, 2021
4,117
$76.08 - $86.67 $313K - $357K
LUV
Southwest Airlines CO

Industrials
Q3 2020 Filed on Oct 19, 2020
9,275
$30.89 - $42.1 $287K - $390K
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Oct 19, 2020
5,646
$35.39 - $40.57 $200K - $229K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 19, 2020
3,612
$55.78 - $65.34 $201K - $236K
General Electric CO
Q3 2020 Filed on Oct 19, 2020
13,688
N/A
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 19, 2020
14,515
$27.73 - $30.19 $403K - $438K
RTX
Raytheon Technologies Corp

Industrials
Q3 2020 Filed on Oct 19, 2020
5,065
$56.68 - $64.29 $287K - $326K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2020 Filed on Oct 19, 2020
3,038
$117.95 - $119.63 $358K - $363K
CWT
California Water Service Group

Utilities
Q2 2020 Filed on Jul 20, 2020
15,008
$43.14 - $54.45 $647K - $817K
OZK
Bank Ozk

Financial Services
Q2 2020 Filed on Jul 20, 2020
24,250
$15.55 - $28.62 $377K - $694K
V
Visa Inc.

Financial Services
Q2 2020 Filed on Jul 20, 2020
4,339
$151.85 - $200.48 $659K - $870K
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
9,912
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 20, 2020
13,991
$32.67 - $41.19 $457K - $576K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2020 Filed on Jul 20, 2020
3,580
$35.5 - $45.33 $127K - $162K
WTRG
Essential Utilities, Inc.

Utilities
Q2 2020 Filed on Jul 20, 2020
12,055
$38.5 - $46.61 $464K - $562K
Aqua America Inc
Q1 2020 Filed on Apr 24, 2020
12,355
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on Apr 24, 2020
23,217
$46.5 - $70.38 $1.08M - $1.63M
VB
Vanguard Small Cap ETF

ETFs
Q1 2020 Filed on Apr 24, 2020
1,761
$98.45 - $170.48 $173K - $300K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2020 Filed on Apr 24, 2020
3
$240000.0 - $344970.0 $720K - $1.03M
SYK
Stryker Corp

Healthcare
Q4 2019 Filed on Feb 10, 2020
3,351
$197.98 - $220.53 $663K - $739K
CSX
Csx Corp

Industrials
Q4 2019 Filed on Feb 10, 2020
3,254
$21.95 - $24.69 $71.4K - $80.3K
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 10, 2020
10,830
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q3 2019 Filed on Oct 21, 2019
2,850
$221.06 - $274.1 $630K - $781K
MU
Micron Technology Inc

Technology
Q3 2019 Filed on Oct 21, 2019
13,500
$39.42 - $50.84 $532K - $686K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2019 Filed on Oct 21, 2019
10,354
$26.99 - $27.14 $279K - $281K
AMCX
Amc Networks Inc.

Communication Services
Q3 2019 Filed on Oct 21, 2019
5,200
$46.74 - $56.7 $243K - $295K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2019 Filed on Oct 21, 2019
9,075
$84.4 - $85.1 $766K - $772K
Track This Portfolio

Track Aldebaran Financial Inc. Portfolio

Follow Aldebaran Financial Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aldebaran Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aldebaran Financial Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email