Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2022 Filed on Apr 19, 2022
187
$30.11 - $31.87 $5.63K - $5.96K
ALLY
Ally Financial Inc.

Financial Services
Q1 2022 Filed on Apr 19, 2022
79
$40.81 - $52.76 $3.22K - $4.17K
VRT
Vertiv Holdings CO

Industrials
Q1 2022 Filed on Apr 19, 2022
26
$10.05 - $24.38 $261 - $634
PCG
Pg&E Corp

Utilities
Q1 2022 Filed on Apr 19, 2022
250
$10.51 - $13.01 $2.63K - $3.25K
Cyrusone Inc
Q1 2022 Filed on Apr 19, 2022
450
N/A
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2022 Filed on Apr 19, 2022
96
$50.1 - $61.2 $4.81K - $5.88K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2022 Filed on Apr 19, 2022
33
$30.84 - $39.3 $1.02K - $1.3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on Apr 19, 2022
46
$36.82 - $41.14 $1.69K - $1.89K
ETR
Entergy Corp

Utilities
Q1 2022 Filed on Apr 19, 2022
13
$102.32 - $117.04 $1.33K - $1.52K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
30
$13.83 - $21.48 $415 - $644
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 19, 2022
18
$84.32 - $103.45 $1.52K - $1.86K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on Apr 19, 2022
240
$3.91 - $6.73 $938 - $1.62K
GEN
Gen Digital Inc Com
Q1 2022 Filed on Apr 19, 2022
48
N/A
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2022 Filed on Apr 19, 2022
10
$7.93 - $15.68 $79.3 - $157
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
192
$20.08 - $27.47 $3.86K - $5.27K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q1 2022 Filed on Apr 19, 2022
3
$9.13 - $13.21 $27.4 - $39.6
HUM
Humana Inc

Healthcare
Q1 2022 Filed on Apr 19, 2022
6
$363.17 - $465.45 $2.18K - $2.79K
POR
Portland General Electric CO

Utilities
Q1 2022 Filed on Apr 19, 2022
35
$48.82 - $55.6 $1.71K - $1.95K
MRVL
Marvell Technology, Inc.

Technology
Q1 2022 Filed on Apr 19, 2022
63
$60.25 - $89.43 $3.8K - $5.63K
SLVM
Sylvamo Corp

Basic Materials
Q1 2022 Filed on Apr 19, 2022
9
$27.44 - $39.78 $247 - $358
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
5
$81.0 - $130.27 $405 - $651
CPA
Copa Holdings, S.A.

Industrials
Q1 2022 Filed on Apr 19, 2022
12
$65.83 - $97.0 $790 - $1.16K
LNG
Cheniere Energy, Inc.

Energy
Q1 2022 Filed on Apr 19, 2022
10
$102.49 - $149.3 $1.02K - $1.49K
CVE
Cenovus Energy Inc.

Energy
Q1 2022 Filed on Apr 19, 2022
190
$12.63 - $16.81 $2.4K - $3.19K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
13
$129.09 - $158.0 $1.68K - $2.05K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
124
$22.21 - $37.37 $2.75K - $4.63K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
168
$42.23 - $47.97 $7.09K - $8.06K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 11, 2022
222
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 11, 2022
502
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2021 Filed on Jan 11, 2022
76
$55.82 - $56.81 $4.24K - $4.32K
JBGS
Jbg Smith Properties

Real Estate
Q4 2021 Filed on Jan 11, 2022
1,000
$27.15 - $30.69 $27.2K - $30.7K
WBT
Welbilt, Inc.

Industrials
Q4 2021 Filed on Jan 11, 2022
165
$23.53 - $23.81 $3.88K - $3.93K
ET
Energy Transfer LP

Energy
Q4 2021 Filed on Jan 11, 2022
1,920
$8.15 - $10.19 $15.6K - $19.6K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Jan 11, 2022
162
$55.67 - $65.14 $9.02K - $10.6K
HAL
Halliburton CO

Energy
Q4 2021 Filed on Jan 11, 2022
42
$21.15 - $26.46 $888 - $1.11K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Jan 11, 2022
75
$188.5 - $221.29 $14.1K - $16.6K
MDU
Mdu Resources Group Inc

Industrials
Q4 2021 Filed on Jan 11, 2022
112
$27.23 - $31.33 $3.05K - $3.51K
RYN
Rayonier Inc

Real Estate
Q4 2021 Filed on Jan 11, 2022
201
$35.06 - $40.8 $7.05K - $8.2K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Jan 11, 2022
36
$73.18 - $84.81 $2.63K - $3.05K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Jan 11, 2022
170
$167.8 - $188.86 $28.5K - $32.1K
GAN
Gan LTD

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
1,132
$8.5 - $16.28 $9.62K - $18.4K
RKT
Rocket Companies, Inc.

Financial Services
Q4 2021 Filed on Jan 11, 2022
243
$14.0 - $17.86 $3.4K - $4.34K
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q4 2021 Filed on Jan 11, 2022
200
$0.33 - $0.45 $66 - $90
Nxt Inc
Q4 2021 Filed on Jan 11, 2022
150
N/A
CLSK
Cleanspark, Inc.

Technology
Q4 2021 Filed on Jan 11, 2022
40
$9.52 - $22.26 $381 - $890
Flexion Therapeutics Inc
Q4 2021 Filed on Jan 11, 2022
80
N/A
UAN
Cvr Partners, LP

Basic Materials
Q4 2021 Filed on Jan 11, 2022
94
$73.72 - $85.11 $6.93K - $8K
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Jan 11, 2022
200
$26.95 - $32.11 $5.39K - $6.42K
DOGZ
Dogness (International) Corp

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
150
$2.84 - $8.41 $426 - $1.26K
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