IFP 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 | $41.4K | Buy |
2,829
+36
| +1% | +$527 | ﹤0.01% | 2148 |
|
2025
Q1 | $42.3K | Sell |
2,793
-2,097
| -43% | -$31.7K | ﹤0.01% | 1968 |
|
2024
Q4 | $74.1K | Buy |
4,890
+516
| +12% | +$7.82K | ﹤0.01% | 1628 |
|
2024
Q3 | $66.1K | Sell |
4,374
-7,718
| -64% | -$117K | ﹤0.01% | 1599 |
|
2024
Q2 | $190K | Buy |
12,092
+11,005
| +1,012% | +$173K | 0.01% | 1071 |
|
2024
Q1 | $18.1K | Hold |
1,087
| – | – | ﹤0.01% | 2014 |
|
2023
Q4 | $16.4K | Sell |
1,087
-67
| -6% | -$1.01K | ﹤0.01% | 1994 |
|
2023
Q3 | $16.9K | Sell |
1,154
-60
| -5% | -$880 | ﹤0.01% | 2016 |
|
2023
Q2 | $16.4K | Buy |
1,214
+872
| +255% | +$11.8K | ﹤0.01% | 2106 |
|
2023
Q1 | $6.34K | Sell |
342
-1,875
| -85% | -$34.8K | ﹤0.01% | 2477 |
|
2022
Q4 | $41K | Sell |
2,217
-177
| -7% | -$3.27K | ﹤0.01% | 2368 |
|
2022
Q3 | $45K | Buy |
2,394
+170
| +8% | +$3.2K | ﹤0.01% | 2444 |
|
2022
Q2 | $42K | Hold |
2,224
| – | – | ﹤0.01% | 2282 |
|
2022
Q1 | $42K | Buy |
+2,224
| New | +$42K | ﹤0.01% | 2282 |
|
2019
Q1 | – | Sell |
-511
| Closed | -$8K | – | 2727 |
|
2018
Q4 | $8K | Hold |
511
| – | – | ﹤0.01% | 2570 |
|
2018
Q3 | $9K | Hold |
511
| – | – | ﹤0.01% | 2867 |
|
2018
Q2 | $9K | Hold |
511
| – | – | ﹤0.01% | 2914 |
|
2018
Q1 | $9K | Hold |
511
| – | – | ﹤0.01% | 2841 |
|
2017
Q4 | $9K | Sell |
511
-306
| -37% | -$5.39K | ﹤0.01% | 2838 |
|
2017
Q3 | $15K | Hold |
817
| – | – | ﹤0.01% | 2751 |
|
2017
Q2 | $15K | Hold |
817
| – | – | ﹤0.01% | 2722 |
|
2017
Q1 | $16K | Hold |
817
| – | – | ﹤0.01% | 2613 |
|
2016
Q4 | $15K | Hold |
817
| – | – | ﹤0.01% | 2633 |
|
2016
Q3 | $15K | Hold |
817
| – | – | ﹤0.01% | 2571 |
|
2016
Q2 | $14K | Buy |
+817
| New | +$14K | ﹤0.01% | 2564 |
|
2016
Q1 | – | Sell |
-511
| Closed | -$8K | – | 2762 |
|
2015
Q4 | $8K | Buy |
+511
| New | +$8K | ﹤0.01% | 2674 |
|