Creative Planning’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $187K | Buy |
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|
2023
Q1 | $173K | Buy |
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|
2022
Q4 | $146K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $6K | Hold |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Hold |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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