Cambridge Investment Research Advisors’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,212
| Closed | -$211K | – | 3993 |
|
|
2025
Q4 | $211K | Buy |
10,212
+485
| +5% | +$9.81K | ﹤0.01% | 3528 |
|
|
2025
Q3 | $213K | Buy |
9,727
+1,851
| +24% | +$48.7K | ﹤0.01% | 3434 |
|
|
2025
Q2 | $212K | Sell |
7,876
-6,159
| -44% | -$160K | ﹤0.01% | 3303 |
|
|
2025
Q1 | $385K | Buy |
14,035
+4,293
| +44% | +$122K | ﹤0.01% | 2665 |
|
|
2024
Q4 | $277K | Buy |
9,742
+85
| +0.9% | +$2.2K | ﹤0.01% | 2895 |
|
|
2024
Q3 | $232K | Buy |
9,657
+1,000
| +12% | +$23.3K | ﹤0.01% | 3024 |
|
|
2024
Q2 | $201K | Buy |
8,657
+499
| +6% | +$10.9K | ﹤0.01% | 3033 |
|
|
2024
Q1 | $175K | Buy |
8,158
+762
| +10% | +$16K | ﹤0.01% | 3057 |
|
|
2023
Q4 | $158K | Sell |
7,396
-2,449
| -25% | -$48.9K | ﹤0.01% | 2957 |
|
|
2023
Q3 | $190K | Buy |
9,845
+417
| +4% | +$8.62K | ﹤0.01% | 2830 |
|
|
2023
Q2 | $184K | Buy |
9,428
+4,004
| +74% | +$75.9K | ﹤0.01% | 2894 |
|
|
2023
Q1 | $102K | Sell |
5,424
-97
| -2% | -$1.93K | ﹤0.01% | 2964 |
|
|
2022
Q4 | $106K | Sell |
5,521
-1,147
| -17% | -$22K | ﹤0.01% | 2898 |
|
|
2022
Q3 | $113K | Buy |
6,668
+376
| +6% | +$7.66K | ﹤0.01% | 2827 |
|
|
2022
Q2 | $127K | Sell |
6,292
-1,998
| -24% | -$45.2K | ﹤0.01% | 2826 |
|
|
2022
Q1 | $195K | Buy |
8,290
+2,002
| +32% | +$44.9K | ﹤0.01% | 2885 |
|
|
2021
Q4 | $146K | Buy |
6,288
+3
| +0% | +$69 | ﹤0.01% | 2969 |
|
|
2021
Q3 | $142K | Buy |
6,285
+2
| +0% | +$46 | ﹤0.01% | 2894 |
|
|
2021
Q2 | $144K | Sell |
6,283
-958
| -13% | -$21.2K | ﹤0.01% | 2905 |
|
|
2021
Q1 | $144K | Buy |
7,241
+8
| +0.1% | +$154 | ﹤0.01% | 2706 |
|
|
2020
Q4 | $128K | Buy |
7,233
+1,008
| +16% | +$16.3K | ﹤0.01% | 2564 |
|
|
2020
Q3 | $92K | Buy |
6,225
+111
| +2% | +$1.65K | ﹤0.01% | 2400 |
|
|
2020
Q2 | $89K | Sell |
6,114
-490
| -7% | -$6.51K | ﹤0.01% | 2329 |
|
|
2020
Q1 | $74K | Buy |
+6,604
| New | +$119K | ﹤0.01% | 2145 |
|
Other funds holding GLAD
CC
BRWA