Foundations Investment 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 | $314K | Sell |
21,461
-6,882
| -24% | -$101K | 0.01% | 723 |
|
|
2025
Q1 | $429K | Buy |
28,343
+12,079
| +74% | +$183K | 0.01% | 620 |
|
|
2024
Q4 | $247K | Buy |
16,264
+618
| +4% | +$9.37K | ﹤0.01% | 714 |
|
|
2024
Q3 | $236K | Buy |
15,646
+2,841
| +22% | +$42.9K | 0.01% | 712 |
|
|
2024
Q2 | $201K | Buy |
12,805
+1,212
| +10% | +$19K | ﹤0.01% | 726 |
|
|
2024
Q1 | $193K | Buy |
+11,593
| New | +$193K | 0.01% | 681 |
|
|
2022
Q1 | – | Sell |
-33,419
| Closed | -$530K | – | 354 |
|
|
2021
Q4 | $530K | Buy |
33,419
+143
| +0.4% | +$2.27K | 0.02% | 198 |
|
|
2021
Q3 | $532K | Sell |
33,276
-626
| -2% | -$10K | 0.02% | 171 |
|
|
2021
Q2 | $538K | Sell |
33,902
-6,260
| -16% | -$99.3K | 0.03% | 159 |
|
|
2021
Q1 | $612K | Sell |
40,162
-8,872
| -18% | -$135K | 0.04% | 123 |
|
|
2020
Q4 | $702K | Sell |
49,034
-45,943
| -48% | -$658K | 0.05% | 92 |
|
|
2020
Q3 | $1.31M | Sell |
94,977
-41,583
| -30% | -$575K | 0.29% | 54 |
|
|
2020
Q2 | $1.62M | Sell |
136,560
-40,210
| -23% | -$476K | 0.14% | 45 |
|
|
2020
Q1 | $2.06M | Buy |
176,770
+2,554
| +1% | +$29.8K | 0.24% | 19 |
|
|
2019
Q4 | $3.12M | Buy |
174,216
+34,026
| +24% | +$609K | 0.38% | 22 |
|
|
2019
Q3 | $2.45M | Buy |
140,190
+28,692
| +26% | +$501K | 0.32% | 26 |
|
|
2019
Q2 | $1.94M | Buy |
111,498
+24,800
| +29% | +$430K | 0.29% | 26 |
|
|
2019
Q1 | $1.52M | Buy |
86,698
+3,349
| +4% | +$58.6K | 0.26% | 25 |
|
|
2018
Q4 | $1.51M | Buy |
83,349
+13,416
| +19% | +$244K | 0.32% | 20 |
|
|
2018
Q3 | $1.28M | Buy |
69,933
+11,312
| +19% | +$208K | 0.31% | 40 |
|
|
2018
Q2 | $1.05M | Buy |
+58,621
| New | +$1.05M | 0.28% | 33 |
|