Steward Partners Investment Advisory’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Sell |
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|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $201K | Buy |
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|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $62.3K | Buy |
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|
2023
Q2 | $60.8K | Buy |
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|
2023
Q1 | $55.1K | Sell |
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|
2022
Q4 | $61.7K | Buy |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $60K | Buy |
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|
2021
Q4 | $52K | Sell |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $54K | Sell |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Buy |
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