RDA Financial Network’s Gladstone Capital GLAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,700	Closed	-$122K	–	235
2024 Q1	$122K	Hold	5,700	–	–	0.04%	221
2023 Q4	$122K	Sell	5,700 -1,225	-18%	-$24.5K	0.05%	224
2023 Q3	$134K	Hold	6,925	–	–	0.06%	214
2023 Q2	$135K	Hold	6,925	–	–	0.06%	220
2023 Q1	$130K	Hold	6,925	–	–	0.06%	215
2022 Q4	$133K	Hold	6,925	–	–	0.07%	206
2022 Q3	$118K	Hold	6,925	–	–	0.06%	191
2022 Q2	$140K	Sell	6,925 -750	-10%	-$17K	0.07%	203
2022 Q1	$181K	Sell	7,675 -1,350	-15%	-$30.3K	0.08%	218
2021 Q4	$209K	Hold	9,025	–	–	0.09%	204
2021 Q3	$204K	Hold	9,025	–	–	0.09%	204
2021 Q2	$206K	Hold	9,025	–	–	0.09%	205
2021 Q1	$179K	Hold	9,025	–	–	0.08%	215
2020 Q4	$160K	Hold	9,025	–	–	0.07%	219
2020 Q3	$134K	Buy	9,025 +350	+4%	+$5.19K	0.06%	215
2020 Q2	$127K	Buy	+8,675	New	+$115K	0.06%	208

Other funds holding GLAD

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

RDA Financial Network's GLAD Position: Q2 2024 in Review

RDA Financial Network sold out of Gladstone Capital (GLAD) in Q2 2024, closing a stake of 5,700 shares — an estimated $122K sold.

RDA Financial Network first reported a position in GLAD in Q2 2020 and held it in 16 quarters. The position peaked at $209K in Q4 2021. 70 funds tracked by Wall St. Rank hold GLAD as of Q2 2024.

RDA Financial Network reported no remaining Gladstone Capital position as of Q2 2024 after selling out during the quarter.
RDA Financial Network sold 5,700 Gladstone Capital shares in Q2 2024, an estimated $122K.
RDA Financial Network first reported a position in Gladstone Capital in Q2 2020 and held it in 16 quarters.
RDA Financial Network's Gladstone Capital position peaked at $209K in Q4 2021.
70 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2024.

Based on RDA Financial Network's 13F filing for Q2 2024, filed 10 Jul 2024.