FC
TURN

Financial Consulate’s 180 Degree Capital TURN Stock Holding History

Financial Consulate’s Portfolio TURN Stock Details TURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-367,482
Closed -$1.46M – 1153
2025
Q2 		$1.46M Sell
367,482
-7,308
-2% -$28.6K 0.29% 23
2025
Q1 		$1.49M Buy
+374,790
New +$1.46M 0.38% 19
2024
Q4 		– Sell
-438,279
Closed -$1.48M – 33
2024
Q3 		$1.48M Sell
438,279
-8,484
-2% -$29.3K 0.39% 18
2024
Q2 		$1.69M Sell
446,763
-3,984
-0.9% -$15.5K 0.5% 17
2024
Q1 		$1.93M Sell
450,747
-1,062
-0.2% -$4.42K 0.57% 17
2023
Q4 		$1.85M Sell
451,809
-16,961
-4% -$66.5K 0.61% 17
2023
Q3 		$1.99M Sell
468,770
-19,525
-4% -$85.5K 0.88% 14
2023
Q2 		$2.17M Sell
488,295
-10,632
-2% -$49.7K 0.92% 14
2023
Q1 		$2.51M Sell
498,927
-9,265
-2% -$49.2K 0.88% 17
2022
Q4 		$2.68M Sell
508,192
-10,058
-2% -$55.3K 0.94% 21
2022
Q3 		$2.85M Sell
518,250
-18,941
-4% -$114K 1.2% 14
2022
Q2 		$3.29M Sell
537,191
-35,285
-6% -$225K 1.54% 13
2022
Q1 		$3.92M Sell
572,476
-8,834
-2% -$62.6K 1.5% 14
2021
Q4 		$4.27M Sell
581,310
-26,902
-4% -$195K 1.48% 14
2021
Q3 		$4.41M Sell
608,212
-25,945
-4% -$195K 1.6% 13
2021
Q2 		$5.11M Sell
634,157
-17,585
-3% -$136K 1.84% 12
2021
Q1 		$4.82M Buy
+651,742
New +$4.53M 1.96% 11
2020
Q4 		– Sell
-689,280
Closed -$3.91M – 114
2020
Q3 		$3.91M Sell
689,280
-7,895
-1% -$44K 1.86% 12
2020
Q2 		$3.64M Sell
697,175
-11,264
-2% -$52.8K 1.85% 13
2020
Q1 		$2.89M Sell
708,439
-15,342
-2% -$89.8K 1.71% 13
2019
Q4 		$4.67M Sell
723,781
-40,808
-5% -$262K 2.06% 9
2019
Q3 		$4.9M Buy
764,589
+1,455
+0.2% +$8.95K 2.13% 11
2019
Q2 		$4.51M Buy
763,134
+9,912
+1% +$57.8K 2.03% 10
2019
Q1 		$4.2M Buy
753,222
+51,429
+7% +$296K 1.92% 11
2018
Q4 		$3.68M Buy
701,793
+43,055
+7% +$260K 2.21% 11
2018
Q3 		$4.29M Buy
658,738
+25,328
+4% +$171K 2.44% 7
2018
Q2 		$4.39M Buy
633,410
+43,562
+7% +$274K 2.22% 9
2018
Q1 		$3.29M Buy
589,848
+45,600
+8% +$266K 1.74% 12
2017
Q4 		$3.22M Buy
544,248
+15,461
+3% +$91.8K 1.64% 15
2017
Q3 		$2.76M Buy
528,787
+174,327
+49% +$850K 1.5% 14
2017
Q2 		$1.72M Buy
354,460
+19,099
+6% +$87.6K 1.01% 26
2017
Q1 		$1.46M Sell
335,361
-19,965
-6% -$81.3K 0.93% 27
2016
Q4 		$1.47M Sell
355,326
-71,312
-17% -$281K 1.07% 21
2016
Q3 		$1.78M Sell
426,638
-20,998
-5% -$96.2K 1.58% 15
2016
Q2 		$2.16M Sell
447,636
-32,600
-7% -$168K 1.65% 17
2016
Q1 		$2.38M Sell
480,236
-24,910
-5% -$138K 1.63% 15
2015
Q4 		$3.33M Sell
505,146
-17,340
-3% -$112K 2.37% 12
2015
Q3 		$3.35M Sell
522,486
-16,465
-3% -$125K 2.92% 10
2015
Q2 		$4.45M Buy
538,951
+21,310
+4% +$184K 3.28% 9
2015
Q1 		$4.78M Sell
517,641
-19,514
-4% -$184K 4.03% 8
2014
Q4 		$4.75M Buy
+537,155
New +$4.65M 3.13% 8

Other funds holding TURN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Consulate's TURN Position: Q3 2025 in Review

Financial Consulate sold out of 180 Degree Capital (TURN) in Q3 2025, closing a stake of 367,482 shares — an estimated $1.46M sold.

Financial Consulate first reported a position in TURN in Q4 2014 and held it in 41 quarters. The position peaked at $5.11M in Q2 2021. 2 funds tracked by Wall St. Rank hold TURN as of Q3 2025.

  • Financial Consulate reported no remaining 180 Degree Capital position as of Q3 2025 after selling out during the quarter.
  • Financial Consulate sold 367,482 180 Degree Capital shares in Q3 2025, an estimated $1.46M.
  • Financial Consulate first reported a position in 180 Degree Capital in Q4 2014 and held it in 41 quarters.
  • Financial Consulate's 180 Degree Capital position peaked at $5.11M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held 180 Degree Capital as of Q3 2025.

Based on Financial Consulate's 13F filing for Q3 2025, filed 21 Oct 2025.