Aldebaran Financial’s Consolidated Edison ED Stock Holding History

Aldebaran Financial’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,417	Closed	-$207K	–	63
2023 Q3	$207K	Hold	2,417	–	–	0.32%	62
2023 Q2	$218K	Sell	2,417 -500	-17%	-$45.2K	0.3%	62
2023 Q1	$279K	Hold	2,917	–	–	0.36%	57
2022 Q4	$278K	Hold	2,917	–	–	0.3%	67
2022 Q3	$255K	Sell	2,917 -166	-5%	-$14.5K	0.28%	67
2022 Q2	$297K	Hold	3,083	–	–	0.31%	66
2022 Q1	$292K	Sell	3,083 -167	-5%	-$15.8K	0.23%	74
2021 Q4	$277K	Hold	3,250	–	–	0.2%	75
2021 Q3	$236K	Hold	3,250	–	–	0.19%	78
2021 Q2	$236K	Hold	3,250	–	–	0.19%	80
2021 Q1	$243K	Sell	3,250 -500	-13%	-$37.4K	0.21%	76
2020 Q4	$271K	Hold	3,750	–	–	0.25%	68
2020 Q3	$292K	Hold	3,750	–	–	0.3%	64
2020 Q2	$270K	Hold	3,750	–	–	0.32%	68
2020 Q1	$292K	Sell	3,750 -1,000	-21%	-$77.9K	0.29%	72
2019 Q4	$430K	Sell	4,750 -500	-10%	-$45.3K	0.33%	72
2019 Q3	$494K	Hold	5,250	–	–	0.33%	73
2019 Q2	$460K	Sell	5,250 -100	-2%	-$8.76K	0.32%	74
2019 Q1	$454K	Hold	5,350	–	–	0.32%	78
2018 Q4	$409K	Sell	5,350 -250	-4%	-$19.1K	0.31%	77
2018 Q3	$427K	Hold	5,600	–	–	0.28%	77
2018 Q2	$437K	Hold	5,600	–	–	0.3%	75
2018 Q1	$436K	Sell	5,600 -50	-0.9%	-$3.89K	0.29%	80
2017 Q4	$480K	Hold	5,650	–	–	0.32%	71
2017 Q3	$456K	Hold	5,650	–	–	0.31%	74
2017 Q2	$457K	Hold	5,650	–	–	0.33%	72
2017 Q1	$439K	Hold	5,650	–	–	0.33%	72
2016 Q4	$416K	Hold	5,650	–	–	0.33%	72
2016 Q3	$425K	Hold	5,650	–	–	0.34%	72
2016 Q2	$454K	Hold	5,650	–	–	0.36%	69
2016 Q1	$433K	Hold	5,650	–	–	0.38%	71
2015 Q4	$364K	Hold	5,650	–	–	0.34%	71
2015 Q3	$378K	Hold	5,650	–	–	0.36%	73
2015 Q2	$327K	Sell	5,650 -228	-4%	-$13.2K	0.28%	79
2015 Q1	$359K	Hold	5,878	–	–	0.31%	80
2014 Q4	$388K	Hold	5,878	–	–	0.34%	82
2014 Q3	$333K	Sell	5,878 -3,300	-36%	-$187K	0.3%	86
2014 Q2	$530K	Hold	9,178	–	–	0.42%	73
2014 Q1	$492K	Sell	9,178 -250	-3%	-$13.4K	0.43%	75
2013 Q4	$521K	Buy	+9,428	New	+$521K	0.5%	63