Creative Planning’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 | $181K | Sell |
12,375
-65,563
| -84% | -$960K | ﹤0.01% | 3245 |
|
|
2025
Q1 | $1.18M | Buy |
77,938
+15,837
| +26% | +$240K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $941K | Sell |
62,101
-119,994
| -66% | -$1.82M | ﹤0.01% | 1683 |
|
|
2024
Q3 | $2.75M | Buy |
182,095
+167,603
| +1,157% | +$2.53M | ﹤0.01% | 906 |
|
|
2024
Q2 | $228K | Sell |
14,492
-2,367
| -14% | -$37.2K | ﹤0.01% | 2574 |
|
|
2024
Q1 | $280K | Buy |
16,859
+1,294
| +8% | +$21.5K | ﹤0.01% | 2301 |
|
|
2023
Q4 | $235K | Buy |
15,565
+1,695
| +12% | +$25.6K | ﹤0.01% | 2283 |
|
|
2023
Q3 | $203K | Sell |
13,870
-9
| -0.1% | -$132 | ﹤0.01% | 2221 |
|
|
2023
Q2 | $187K | Buy |
13,879
+1,130
| +9% | +$15.3K | ﹤0.01% | 2223 |
|
|
2023
Q1 | $173K | Buy |
12,749
+1,643
| +15% | +$22.3K | ﹤0.01% | 2157 |
|
|
2022
Q4 | $146K | Buy |
+11,106
| New | +$146K | ﹤0.01% | 2080 |
|
|
2017
Q3 | – | Sell |
-306
| Closed | -$6K | – | 2520 |
|
|
2017
Q2 | $6K | Hold |
306
| – | – | ﹤0.01% | 3851 |
|
|
2017
Q1 | $6K | Hold |
306
| – | – | ﹤0.01% | 3813 |
|
|
2016
Q4 | $6K | Hold |
306
| – | – | ﹤0.01% | 3774 |
|
|
2016
Q3 | $6K | Hold |
306
| – | – | ﹤0.01% | 3719 |
|
|
2016
Q2 | $5K | Sell |
306
-358
| -54% | -$5.85K | ﹤0.01% | 3569 |
|
|
2016
Q1 | $11K | Buy |
+664
| New | +$11K | ﹤0.01% | 3126 |
|
|
2015
Q2 | – | Sell |
-255
| Closed | -$4K | – | 1729 |
|
|
2015
Q1 | $4K | Buy |
+255
| New | +$4K | ﹤0.01% | 3554 |
|
|
2014
Q3 | – | Sell |
-102
| Closed | -$2K | – | 3908 |
|
|
2014
Q2 | $2K | Hold |
102
| – | – | ﹤0.01% | 3401 |
|
|
2014
Q1 | $2K | Hold |
102
| – | – | ﹤0.01% | 3268 |
|
|
2013
Q4 | $2K | Hold |
102
| – | – | ﹤0.01% | 3090 |
|
|
2013
Q3 | $2K | Hold |
102
| – | – | ﹤0.01% | 2976 |
|
|
2013
Q2 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 2817 |
|