Legacy Capital Wealth Partners’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 | $1.42M | Sell |
52,709
-2,046
| -4% | -$55.2K | 0.32% | 63 |
|
|
2025
Q1 | $1.5M | Sell |
54,755
-11,810
| -18% | -$324K | 0.37% | 46 |
|
|
2024
Q4 | $1.89M | Sell |
66,565
-3,969
| -6% | -$113K | 0.47% | 32 |
|
|
2024
Q3 | $1.7M | Sell |
70,534
-3,505
| -5% | -$84.3K | 0.34% | 56 |
|
|
2024
Q2 | $1.72M | Buy |
+74,039
| New | +$1.72M | 0.44% | 41 |
|
|
2024
Q1 | – | Sell |
-74,660
| Closed | -$1.6M | – | 199 |
|
|
2023
Q4 | $1.6M | Buy |
74,660
+11,078
| +17% | +$237K | 0.45% | 46 |
|
|
2023
Q3 | $1.23M | Buy |
+63,582
| New | +$1.23M | 0.34% | 62 |
|
|
2023
Q2 | – | Sell |
-57,878
| Closed | -$1.09M | – | 112 |
|
|
2023
Q1 | $1.09M | Buy |
57,878
+3,487
| +6% | +$65.6K | 0.3% | 70 |
|
|
2022
Q4 | $1.05M | Buy |
54,391
+7,321
| +16% | +$141K | 0.5% | 40 |
|
|
2022
Q3 | $799K | Buy |
+47,070
| New | +$799K | 0.42% | 43 |
|