Aldebaran Financial Inc. Closed Holding Positions

Aldebaran Financial Inc.

  • $80.2 Million
  • Q3 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
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
5,365
$57.51 - $145.19 $309K - $779K
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
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2020 Filed on Oct 19, 2020
3,038
$117.95 - $119.63 $358K - $363K
General Electric CO
Q3 2020 Filed on Oct 19, 2020
13,688
N/A
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 19, 2020
3,612
$55.78 - $65.34 $201K - $236K
LUV
Southwest Airlines CO

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

Financial Services
Q3 2020 Filed on Oct 19, 2020
5,646
$35.39 - $40.57 $200K - $229K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 20, 2020
13,991
$32.67 - $41.19 $457K - $576K
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
9,912
N/A
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
CWT
California Water Service Group

Utilities
Q2 2020 Filed on Jul 20, 2020
15,008
$43.14 - $54.45 $647K - $817K
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
BRK-A
Berkshire Hathaway Inc

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

Industrials
Q4 2019 Filed on Feb 10, 2020
3,254
$21.95 - $24.69 $71.4K - $80.3K
SYK
Stryker Corp

Healthcare
Q4 2019 Filed on Feb 10, 2020
3,351
$197.98 - $220.53 $663K - $739K
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 10, 2020
10,830
N/A
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
MU
Micron Technology Inc

Technology
Q3 2019 Filed on Oct 21, 2019
13,500
$39.42 - $50.84 $532K - $686K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2019 Filed on Oct 21, 2019
9,075
$84.4 - $85.1 $766K - $772K
MLM
Martin Marietta Materials Inc

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