Allworth Financial’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.6K | Hold |
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|
2025
Q2 | $34.6K | Hold |
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|
2025
Q1 | $36.9K | Hold |
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|
2024
Q4 | $46.3K | Hold |
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|
2024
Q3 | $42.9K | Hold |
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|
2024
Q2 | $45.3K | Hold |
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|
2024
Q1 | $41.2K | Hold |
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|
2023
Q4 | $37.8K | Hold |
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|
2023
Q3 | $36.7K | Hold |
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|
2023
Q2 | $36.8K | Hold |
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|
2023
Q1 | $34.4K | Hold |
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|
2022
Q4 | $36.2K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $32K | Buy |
|