Creative Planning’s Gladstone Commercial Corp GOOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $421K | Buy |
36,860
+769
| +2% | +$9.02K | ﹤0.01% | 3160 |
|
|
2025
Q4 | $385K | Buy |
36,091
+8,611
| +31% | +$95.7K | ﹤0.01% | 3055 |
|
|
2025
Q3 | $339K | Buy |
27,480
+732
| +3% | +$9.75K | ﹤0.01% | 3049 |
|
|
2025
Q2 | $383K | Buy |
26,748
+9,169
| +52% | +$130K | ﹤0.01% | 2691 |
|
|
2025
Q1 | $263K | Sell |
17,579
-5,903
| -25% | -$93.1K | ﹤0.01% | 2863 |
|
|
2024
Q4 | $381K | Buy |
23,482
+946
| +4% | +$15.7K | ﹤0.01% | 2475 |
|
|
2024
Q3 | $366K | Buy |
22,536
+549
| +2% | +$8.24K | ﹤0.01% | 2362 |
|
|
2024
Q2 | $314K | Buy |
21,987
+499
| +2% | +$6.94K | ﹤0.01% | 2304 |
|
|
2024
Q1 | $297K | Buy |
21,488
+3,999
| +23% | +$52K | ﹤0.01% | 2260 |
|
|
2023
Q4 | $232K | Sell |
17,489
-11,444
| -40% | -$143K | ﹤0.01% | 2299 |
|
|
2023
Q3 | $352K | Buy |
28,933
+14,700
| +103% | +$193K | ﹤0.01% | 1803 |
|
|
2023
Q2 | $176K | Buy |
+14,233
| New | +$171K | ﹤0.01% | 2243 |
|
|
2020
Q2 | – | Sell |
-21,841
| Closed | -$314K | – | 2059 |
|
|
2020
Q1 | $314K | Buy |
+21,841
| New | +$416K | ﹤0.01% | 1160 |
|
|
2017
Q3 | – | Sell |
-4,928
| Closed | -$107K | – | 2630 |
|
|
2017
Q2 | $107K | Buy |
4,928
+517
| +12% | +$11K | ﹤0.01% | 1939 |
|
|
2017
Q1 | $91K | Sell |
4,411
-515
| -10% | -$10.3K | ﹤0.01% | 2019 |
|
|
2016
Q4 | $99K | Buy |
4,926
+814
| +20% | +$15K | ﹤0.01% | 1872 |
|
|
2016
Q3 | $77K | Sell |
4,112
-66
| -2% | -$1.19K | ﹤0.01% | 2034 |
|
|
2016
Q2 | $71K | Buy |
4,178
+33
| +0.8% | +$554 | ﹤0.01% | 1890 |
|
|
2016
Q1 | $68K | Buy |
4,145
+335
| +9% | +$4.93K | ﹤0.01% | 1886 |
|
|
2015
Q4 | $56K | Buy |
3,810
+34
| +0.9% | +$510 | ﹤0.01% | 2028 |
|
|
2015
Q3 | $53K | Buy |
+3,776
| New | +$57.9K | ﹤0.01% | 2003 |
|
|
2015
Q2 | – | Sell |
-4,356
| Closed | -$81K | – | 1847 |
|
|
2015
Q1 | $81K | Buy |
4,356
+2,856
| +190% | +$50.9K | ﹤0.01% | 1690 |
|
|
2014
Q4 | $26K | Sell |
1,500
-100
| -6% | -$1.75K | ﹤0.01% | 2465 |
|
|
2014
Q3 | $27K | Buy |
1,600
+500
| +45% | +$8.9K | ﹤0.01% | 2320 |
|
|
2014
Q2 | $20K | Buy |
1,100
+100
| +10% | +$1.75K | ﹤0.01% | 2482 |
|
|
2014
Q1 | $17K | Buy |
1,000
+700
| +233% | +$12.5K | ﹤0.01% | 2479 |
|
|
2013
Q4 | $5K | Buy |
+300
| New | +$5.48K | ﹤0.01% | 2836 |
|
Other funds holding GOOD
VPM
VCM
