IFP Advisors’s Gladstone Capital GLAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Buy |
+42
| New | +$1.15K | ﹤0.01% | 4174 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$9.11K | – | 3501 |
|
|
2023
Q1 | $9.11K | Hold |
500
| – | – | ﹤0.01% | 2328 |
|
|
2022
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 3447 |
|
|
2022
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 3714 |
|
|
2022
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 3466 |
|
|
2022
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 3466 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 3893 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3766 |
|
|
2017
Q4 | $0 | Sell |
2
-3,998
| -100% | – | ﹤0.01% | 3865 |
|
|
2017
Q3 | $76K | Hold |
4,000
| – | – | ﹤0.01% | 1702 |
|
|
2017
Q2 | $79K | Hold |
4,000
| – | – | ﹤0.01% | 1658 |
|
|
2017
Q1 | $76K | Hold |
4,000
| – | – | ﹤0.01% | 1669 |
|
|
2016
Q4 | $75K | Hold |
4,000
| – | – | ﹤0.01% | 1624 |
|
|
2016
Q3 | $65K | Buy |
4,000
+100
| +3% | +$1.63K | ﹤0.01% | 1635 |
|
|
2016
Q2 | $56K | Buy |
+3,900
| New | +$56K | ﹤0.01% | 1695 |
|
|
2016
Q1 | – | Sell |
-4,650
| Closed | -$68K | – | 2786 |
|
|
2015
Q4 | $68K | Buy |
+4,650
| New | +$68K | ﹤0.01% | 1413 |
|