Beacon Pointe Advisors’s Crescent Capital BDC CCAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $694K | Hold |
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|
2024
Q1 | $638K | Sell |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $689K | Buy |
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