Legacy Capital Wealth Partners’s Gladstone Investment Corp GAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
102,257
-3,831
| -4% | -$54.7K | 0.33% | 60 |
|
|
2025
Q1 | $1.42M | Buy |
106,088
+11,232
| +12% | +$150K | 0.35% | 52 |
|
|
2024
Q4 | $1.26M | Sell |
94,856
-4,733
| -5% | -$62.7K | 0.31% | 66 |
|
|
2024
Q3 | $1.44M | Sell |
99,589
-2,367
| -2% | -$34.2K | 0.29% | 70 |
|
|
2024
Q2 | $1.43M | Buy |
+101,956
| New | +$1.43M | 0.36% | 54 |
|
|
2024
Q1 | – | Sell |
-102,491
| Closed | -$1.45M | – | 194 |
|
|
2023
Q4 | $1.45M | Buy |
102,491
+5,047
| +5% | +$71.4K | 0.41% | 55 |
|
|
2023
Q3 | $1.24M | Buy |
+97,444
| New | +$1.24M | 0.34% | 59 |
|
|
2023
Q2 | – | Sell |
-87,882
| Closed | -$1.16M | – | 107 |
|
|
2023
Q1 | $1.16M | Buy |
87,882
+5,962
| +7% | +$79K | 0.32% | 64 |
|
|
2022
Q4 | $1.06M | Buy |
81,920
+11,688
| +17% | +$151K | 0.51% | 39 |
|
|
2022
Q3 | $850K | Buy |
70,232
+1,591
| +2% | +$19.3K | 0.45% | 40 |
|
|
2022
Q2 | $966K | Buy |
68,641
+1,314
| +2% | +$18.5K | 0.49% | 38 |
|
|
2022
Q1 | $1.09M | Sell |
67,327
-23,896
| -26% | -$385K | 0.47% | 42 |
|
|
2021
Q4 | $1.56M | Buy |
91,223
+3,286
| +4% | +$56.1K | 0.64% | 24 |
|
|
2021
Q3 | $2.59M | Buy |
+87,937
| New | +$2.59M | 1.01% | 26 |
|