RDA Financial Network’s Gabelli Equity Trust GAB Stock Holding History

RDA Financial Network’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,318	Closed	-$115K	–	248
2024 Q4	$115K	Sell	21,318 -9,025	-30%	-$49.9K	0.03%	238
2024 Q3	$167K	Sell	30,343 -9,025	-23%	-$48.7K	0.05%	228
2024 Q2	$205K	Buy	39,368 +27,103	+221%	+$146K	0.07%	220
2024 Q1	$67.7K	Hold	12,265	–	–	0.02%	223
2023 Q4	$62.3K	Hold	12,265	–	–	0.02%	225
2023 Q3	$62.9K	Hold	12,265	–	–	0.03%	216
2023 Q2	$71.1K	Hold	12,265	–	–	0.03%	223
2023 Q1	$70.4K	Hold	12,265	–	–	0.03%	219
2022 Q4	$67.2K	Hold	12,265	–	–	0.03%	210
2022 Q3	$67K	Hold	12,265	–	–	0.04%	195
2022 Q2	$75K	Hold	12,265	–	–	0.04%	210
2022 Q1	$85K	Hold	12,265	–	–	0.04%	225
2021 Q4	$88K	Hold	12,265	–	–	0.04%	218
2021 Q3	$82K	Hold	12,265	–	–	0.04%	213
2021 Q2	$85K	Sell	12,265 -282	-2%	-$1.98K	0.04%	217
2021 Q1	$84K	Hold	12,547	–	–	0.04%	224
2020 Q4	$77K	Buy	+12,547	New	+$72.3K	0.03%	227

Other funds holding GAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

RDA Financial Network's GAB Position: Q1 2025 in Review

RDA Financial Network sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 21,318 shares — an estimated $115K sold.

RDA Financial Network first reported a position in GAB in Q4 2020 and held it in 17 quarters. The position peaked at $205K in Q2 2024. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

RDA Financial Network reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
RDA Financial Network sold 21,318 Gabelli Equity Trust shares in Q1 2025, an estimated $115K.
RDA Financial Network first reported a position in Gabelli Equity Trust in Q4 2020 and held it in 17 quarters.
RDA Financial Network's Gabelli Equity Trust position peaked at $205K in Q2 2024.
187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on RDA Financial Network's 13F filing for Q1 2025, filed 14 Apr 2025.