Commonwealth Equity Services’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-11,581
| Closed | -$253K | – | 4357 |
|
|
2025
Q3 | $253K | Buy |
11,581
+63
| +0.5% | +$1.66K | ﹤0.01% | 3776 |
|
|
2025
Q2 | $311K | Buy |
11,518
+639
| +6% | +$16.6K | ﹤0.01% | 3547 |
|
|
2025
Q1 | $299K | Sell |
10,879
-421
| -4% | -$12K | ﹤0.01% | 3499 |
|
|
2024
Q4 | $321K | Sell |
11,300
-1,012
| -8% | -$26.2K | ﹤0.01% | 3349 |
|
|
2024
Q3 | $296K | Buy |
12,312
+492
| +4% | +$11.5K | ﹤0.01% | 3368 |
|
|
2024
Q2 | $275K | Buy |
11,820
+12
| +0.1% | +$262 | ﹤0.01% | 3367 |
|
|
2024
Q1 | $253K | Sell |
11,808
-163
| -1% | -$3.42K | ﹤0.01% | 3430 |
|
|
2023
Q4 | $256K | Buy |
11,971
+1,153
| +11% | +$23K | ﹤0.01% | 3306 |
|
|
2023
Q3 | $209K | Buy |
10,818
+4,549
| +73% | +$94.1K | ﹤0.01% | 3341 |
|
|
2023
Q2 | $122K | Buy |
6,269
+17
| +0.3% | +$322 | ﹤0.01% | 3540 |
|
|
2023
Q1 | $117 | Buy |
6,252
+345
| +6% | +$6.86K | ﹤0.01% | 3465 |
|
|
2022
Q4 | $113K | Sell |
5,907
-63
| -1% | -$1.21K | ﹤0.01% | 3396 |
|
|
2022
Q3 | $101K | Sell |
5,970
-114
| -2% | -$2.32K | ﹤0.01% | 3374 |
|
|
2022
Q2 | $122K | Sell |
6,084
-779
| -11% | -$17.6K | ﹤0.01% | 3333 |
|
|
2022
Q1 | $161K | Buy |
6,863
+798
| +13% | +$17.9K | ﹤0.01% | 3385 |
|
|
2021
Q4 | $140K | Buy |
6,065
+134
| +2% | +$3.1K | ﹤0.01% | 3386 |
|
|
2021
Q3 | $134K | Buy |
5,931
+106
| +2% | +$2.44K | ﹤0.01% | 3367 |
|
|
2021
Q2 | $133K | Buy |
5,825
+253
| +5% | +$5.59K | ﹤0.01% | 3359 |
|
|
2021
Q1 | $110K | Sell |
5,572
-500
| -8% | -$9.62K | ﹤0.01% | 3250 |
|
|
2020
Q4 | $107K | Buy |
6,072
+93
| +2% | +$1.51K | ﹤0.01% | 3056 |
|
|
2020
Q3 | $88K | Sell |
5,979
-41
| -0.7% | -$608 | ﹤0.01% | 2899 |
|
|
2020
Q2 | $88K | Sell |
6,020
-1,375
| -19% | -$18.3K | ﹤0.01% | 2790 |
|
|
2020
Q1 | $83K | Sell |
7,395
-301
| -4% | -$5.4K | ﹤0.01% | 2616 |
|
|
2019
Q4 | $152K | Sell |
7,696
-48
| -0.6% | -$965 | ﹤0.01% | 2677 |
|
|
2019
Q3 | $151K | Buy |
7,744
+1,028
| +15% | +$19.4K | ﹤0.01% | 2611 |
|
|
2019
Q2 | $126K | Buy |
6,716
+28
| +0.4% | +$522 | ﹤0.01% | 2602 |
|
|
2019
Q1 | $120K | Buy |
6,688
+74
| +1% | +$1.3K | ﹤0.01% | 2577 |
|
|
2018
Q4 | $96K | Buy |
6,614
+366
| +6% | +$6.43K | ﹤0.01% | 2497 |
|
|
2018
Q3 | $118K | Sell |
6,248
-1,509
| -19% | -$28.7K | ﹤0.01% | 2615 |
|
|
2018
Q2 | $140K | Buy |
7,757
+490
| +7% | +$8.76K | ﹤0.01% | 2552 |
|
|
2018
Q1 | $124K | Buy |
7,267
+144
| +2% | +$2.59K | ﹤0.01% | 2507 |
|
|
2017
Q4 | $131K | Buy |
7,123
+408
| +6% | +$7.86K | ﹤0.01% | 2475 |
|
|
2017
Q3 | $128K | Buy |
6,715
+1,053
| +19% | +$20.1K | ﹤0.01% | 2384 |
|
|
2017
Q2 | $111K | Buy |
+5,662
| New | +$111K | ﹤0.01% | 2358 |
|
Other funds holding GLAD
Commonwealth Equity Services's GLAD Position: Q4 2025 in Review
Commonwealth Equity Services sold out of Gladstone Capital (GLAD) in Q4 2025, closing a stake of 11,581 shares — an estimated $253K sold.
Commonwealth Equity Services first reported a position in GLAD in Q2 2017 and held it in 34 quarters. The position peaked at $321K in Q4 2024. 89 funds tracked by Wall St. Rank hold GLAD as of Q4 2025.
- Commonwealth Equity Services reported no remaining Gladstone Capital position as of Q4 2025 after selling out during the quarter.
- Commonwealth Equity Services sold 11,581 Gladstone Capital shares in Q4 2025, an estimated $253K.
- Commonwealth Equity Services first reported a position in Gladstone Capital in Q2 2017 and held it in 34 quarters.
- Commonwealth Equity Services's Gladstone Capital position peaked at $321K in Q4 2024.
- 89 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2025.
Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.