Sowell Financial Services’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 | – | Sell |
-14,902
| Closed | -$226K | – | 1062 |
|
2025
Q1 | $226K | Buy |
14,902
+848
| +6% | +$12.8K | 0.01% | 887 |
|
2024
Q4 | $213K | Sell |
14,054
-4,899
| -26% | -$74.3K | 0.01% | 502 |
|
2024
Q3 | $286K | Buy |
+18,953
| New | +$286K | 0.01% | 500 |
|
2024
Q2 | – | Sell |
-21,724
| Closed | -$361K | – | 538 |
|
2024
Q1 | $361K | Buy |
+21,724
| New | +$361K | 0.02% | 496 |
|
2023
Q4 | – | Sell |
-15,504
| Closed | -$227K | – | 553 |
|
2023
Q3 | $227K | Buy |
15,504
+1
| +0% | +$15 | 0.01% | 489 |
|
2023
Q2 | $209K | Buy |
+15,503
| New | +$209K | 0.01% | 546 |
|
2022
Q1 | – | Sell |
-24,206
| Closed | -$375K | – | 282 |
|
2021
Q4 | $375K | Buy |
+24,206
| New | +$375K | 0.02% | 463 |
|
2021
Q2 | – | Sell |
-5,227
| Closed | -$81K | – | 1361 |
|
2021
Q1 | $81K | Buy |
5,227
+5,100
| +4,016% | +$79K | ﹤0.01% | 1465 |
|
2020
Q4 | $2K | Hold |
127
| – | – | ﹤0.01% | 2462 |
|
2020
Q3 | $2K | Hold |
127
| – | – | ﹤0.01% | 2217 |
|
2020
Q2 | $1K | Sell |
127
-3
| -2% | -$24 | ﹤0.01% | 2299 |
|
2020
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 2061 |
|
2019
Q4 | $2K | Hold |
130
| – | – | ﹤0.01% | 2188 |
|
2019
Q3 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 2075 |
|