Legacy Capital Wealth Partners’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 | $1.58M | Sell |
107,781
-3,198
| -3% | -$46.9K | 0.36% | 49 |
|
|
2025
Q1 | $1.68M | Sell |
110,979
-8,821
| -7% | -$134K | 0.41% | 39 |
|
|
2024
Q4 | $1.82M | Sell |
119,800
-83,430
| -41% | -$1.26M | 0.45% | 36 |
|
|
2024
Q3 | $3.07M | Buy |
203,230
+101,409
| +100% | +$1.53M | 0.61% | 30 |
|
|
2024
Q2 | $1.6M | Buy |
+101,821
| New | +$1.6M | 0.41% | 46 |
|
|
2024
Q1 | – | Sell |
-100,701
| Closed | -$1.52M | – | 195 |
|
|
2023
Q4 | $1.52M | Sell |
100,701
-14,947
| -13% | -$226K | 0.43% | 53 |
|
|
2023
Q3 | $1.7M | Buy |
+115,648
| New | +$1.7M | 0.47% | 40 |
|
|
2023
Q2 | – | Sell |
-105,688
| Closed | -$1.43M | – | 108 |
|
|
2023
Q1 | $1.43M | Buy |
105,688
+7,486
| +8% | +$102K | 0.39% | 45 |
|
|
2022
Q4 | $1.29M | Buy |
98,202
+13,790
| +16% | +$182K | 0.62% | 30 |
|
|
2022
Q3 | $1.05M | Buy |
84,412
+3,974
| +5% | +$49.2K | 0.55% | 31 |
|
|
2022
Q2 | $1.04M | Buy |
80,438
+1,736
| +2% | +$22.5K | 0.52% | 34 |
|
|
2022
Q1 | $1.2M | Sell |
78,702
-51
| -0.1% | -$776 | 0.51% | 34 |
|
|
2021
Q4 | $1.22M | Buy |
78,753
+3,341
| +4% | +$51.6K | 0.5% | 33 |
|
|
2021
Q3 | $2.4M | Buy |
+75,412
| New | +$2.4M | 0.94% | 31 |
|