Clearstead Advisors’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
25,328
+922
| +4% | +$13.5K | 0.01% | 689 |
|
|
2025
Q1 | $370K | Buy |
24,406
+11,409
| +88% | +$173K | 0.01% | 650 |
|
|
2024
Q4 | $197K | Buy |
12,997
+9,927
| +323% | +$150K | ﹤0.01% | 863 |
|
|
2024
Q3 | $46.4K | Hold |
3,070
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q2 | $48.2K | Hold |
3,070
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q1 | $51.1K | Hold |
3,070
| – | – | ﹤0.01% | 752 |
|
|
2023
Q4 | $46.4K | Sell |
3,070
-3,070
| -50% | -$46.4K | ﹤0.01% | 757 |
|
|
2023
Q3 | $90.1K | Buy |
6,140
+3,070
| +100% | +$45K | ﹤0.01% | 754 |
|
|
2023
Q2 | $41.4K | Buy |
+3,070
| New | +$41.4K | ﹤0.01% | 765 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$30K | – | 1336 |
|
|
2022
Q1 | $30K | Buy |
+2,000
| New | +$30K | ﹤0.01% | 775 |
|
|
2021
Q3 | – | Sell |
-9,375
| Closed | -$145K | – | 1317 |
|
|
2021
Q2 | $145K | Hold |
9,375
| – | – | 0.01% | 387 |
|
|
2021
Q1 | $137K | Hold |
9,375
| – | – | 0.01% | 385 |
|
|
2020
Q4 | $133K | Hold |
9,375
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $124K | Buy |
+9,375
| New | +$124K | 0.01% | 341 |
|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$15K | – | 803 |
|
|
2020
Q1 | $15K | Buy |
+1,200
| New | +$15K | ﹤0.01% | 530 |
|