Allworth Financial’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Hold |
2,528
| – | – | ﹤0.01% | 2165 |
|
|
2025
Q1 | $36.9K | Hold |
2,528
| – | – | ﹤0.01% | 1703 |
|
|
2024
Q4 | $46.3K | Hold |
2,528
| – | – | ﹤0.01% | 1605 |
|
|
2024
Q3 | $42.9K | Hold |
2,528
| – | – | ﹤0.01% | 1474 |
|
|
2024
Q2 | $45.3K | Hold |
2,528
| – | – | ﹤0.01% | 1425 |
|
|
2024
Q1 | $41.2K | Hold |
2,528
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q4 | $37.8K | Hold |
2,528
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q3 | $36.7K | Hold |
2,528
| – | – | ﹤0.01% | 1234 |
|
|
2023
Q2 | $36.8K | Hold |
2,528
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q1 | $34.4K | Hold |
2,528
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q4 | $36.2K | Hold |
2,528
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q3 | $29K | Hold |
2,528
| – | – | ﹤0.01% | 1148 |
|
|
2022
Q2 | $32K | Buy |
+2,528
| New | +$32K | ﹤0.01% | 1060 |
|