Shaker Financial Services’s Gabelli Equity Trust GAB Stock Holding History

Shaker Financial Services’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
2026 Q2	$11.7M	Buy	+2,073,169	New	+$11.6M	3.68%	1
2025 Q1	–	Sell	-60,643	Closed	-$326K	–	164
2024 Q4	$326K	Sell	60,643 -592,010	-91%	-$3.28M	0.13%	146
2024 Q3	$3.58M	Buy	652,653 +525,502	+413%	+$2.84M	1.35%	23
2024 Q2	$661K	Sell	127,151 -315,948	-71%	-$1.7M	0.27%	99
2024 Q1	$2.45M	Sell	443,099 -37,315	-8%	-$198K	0.95%	38
2023 Q4	$2.44M	Buy	+480,414	New	+$2.41M	1%	38
2022 Q1	–	Sell	-61,098	Closed	-$439K	–	162
2021 Q4	$439K	Sell	61,098 -160,711	-72%	-$1.13M	0.16%	123
2021 Q3	$1.48M	Sell	221,809 -66,362	-23%	-$450K	0.59%	60
2021 Q2	$1.99M	Buy	+288,171	New	+$2.02M	0.74%	50
2019 Q1	–	Sell	-64,449	Closed	-$321K	–	128
2018 Q4	$321K	Sell	64,449 -296,363	-82%	-$1.7M	0.18%	98
2018 Q3	$2.29M	Buy	+360,812	New	+$2.28M	1.1%	28
2017 Q1	–	Sell	-184,857	Closed	-$990K	–	119
2016 Q4	$990K	Buy	+184,857	New	+$979K	0.59%	58
2016 Q1	–	Sell	-473,846	Closed	-$2.44M	–	97
2015 Q4	$2.44M	Sell	473,846 -98,895	-17%	-$530K	1.69%	22
2015 Q3	$2.9M	Buy	572,741 +101,944	+22%	+$579K	2.17%	16
2015 Q2	$2.86M	Sell	470,797 -45,596	-9%	-$287K	1.78%	20
2015 Q1	$3.25M	Buy	516,393 +86,956	+20%	+$548K	2.02%	10
2014 Q4	$2.69M	Buy	+429,437	New	+$2.74M	1.72%	17

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Wealth Enhancement Advisory Services

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Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return