Legacy Capital Wealth Partners’s Gladstone Capital GLAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.18M	Buy	68,107 +7,463	+12%	+$143K	0.24%	91
2025 Q4	$1.25M	Buy	60,644 +8,237	+16%	+$167K	0.27%	78
2025 Q3	$1.15M	Sell	52,407 -302	-0.6%	-$7.94K	0.25%	78
2025 Q2	$1.42M	Sell	52,709 -2,046	-4%	-$53K	0.32%	63
2025 Q1	$1.5M	Sell	54,755 -11,810	-18%	-$337K	0.37%	46
2024 Q4	$1.89M	Sell	66,565 -3,969	-6%	-$103K	0.47%	32
2024 Q3	$1.7M	Sell	70,534 -3,505	-5%	-$81.6K	0.34%	56
2024 Q2	$1.72M	Buy	+74,039	New	+$1.61M	0.44%	41
2024 Q1	–	Sell	-74,660	Closed	-$1.6M	–	199
2023 Q4	$1.6M	Buy	74,660 +11,078	+17%	+$221K	0.45%	46
2023 Q3	$1.23M	Buy	+63,582	New	+$1.31M	0.34%	62
2023 Q2	–	Sell	-57,878	Closed	-$1.09M	–	113
2023 Q1	$1.09M	Buy	57,878 +3,487	+6%	+$69.3K	0.3%	70
2022 Q4	$1.05M	Buy	54,391 +7,321	+16%	+$141K	0.5%	40
2022 Q3	$799K	Buy	+47,070	New	+$959K	0.42%	43