Stifel Financial’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 | $260K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $733K | Buy |
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|
2024
Q3 | $514K | Buy |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $275K | Sell |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $791K | Buy |
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|
2020
Q2 | $637K | Sell |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $253K | Sell |
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|
2019
Q1 | $773K | Buy |
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|
2018
Q4 | $629K | Buy |
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|
2018
Q3 | $432K | Buy |
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|
2018
Q2 | $410K | Buy |
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|
2018
Q1 | $202K | Buy |
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|
2017
Q4 | $200K | Buy |
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