Gladstone Institutional Advisory’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
3,330
| – | – | 0.01% | 666 |
|
|
2025
Q1 | $228K | Hold |
3,330
| – | – | 0.01% | 655 |
|
|
2024
Q4 | $247K | Hold |
3,330
| – | – | 0.01% | 633 |
|
|
2024
Q3 | $213K | Buy |
+3,330
| New | +$213K | 0.01% | 647 |
|
|
2024
Q1 | – | Sell |
-3,685
| Closed | -$213K | – | 719 |
|
|
2023
Q4 | $213K | Buy |
+3,685
| New | +$213K | 0.01% | 615 |
|
|
2023
Q3 | – | Sell |
-7,113
| Closed | -$357K | – | 681 |
|
|
2023
Q2 | $357K | Sell |
7,113
-17,484
| -71% | -$879K | 0.02% | 469 |
|
|
2023
Q1 | $1.09M | Buy |
24,597
+508
| +2% | +$22.6K | 0.07% | 267 |
|
|
2022
Q4 | $776K | Sell |
24,089
-3,119
| -11% | -$100K | 0.05% | 321 |
|
|
2022
Q3 | $778K | Buy |
27,208
+8,628
| +46% | +$247K | 0.06% | 317 |
|
|
2022
Q2 | $590K | Buy |
18,580
+6,220
| +50% | +$198K | 0.05% | 375 |
|
|
2022
Q1 | $609K | Buy |
12,360
+8,833
| +250% | +$435K | 0.04% | 385 |
|
|
2021
Q4 | $225K | Buy |
3,527
+502
| +17% | +$32K | 0.02% | 538 |
|
|
2021
Q3 | $267K | Buy |
+3,025
| New | +$267K | 0.03% | 459 |
|
|
2021
Q1 | – | Sell |
-1,640
| Closed | -$213K | – | 446 |
|
|
2020
Q4 | $213K | Buy |
+1,640
| New | +$213K | 0.04% | 280 |
|