United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-64,370
| Closed | -$1.07M | – | 1056 |
|
|
2024
Q1 | $1.07M | Sell |
64,370
-1,800
| -3% | -$29.9K | 0.01% | 540 |
|
|
2023
Q4 | $999K | Sell |
66,170
-147,285
| -69% | -$2.22M | 0.01% | 561 |
|
|
2023
Q3 | $3.13M | Buy |
213,455
+11,000
| +5% | +$161K | 0.02% | 364 |
|
|
2023
Q2 | $2.73M | Sell |
202,455
-11,000
| -5% | -$149K | 0.01% | 399 |
|
|
2023
Q1 | $2.89M | Buy |
213,455
+3,750
| +2% | +$50.9K | 0.02% | 394 |
|
|
2022
Q4 | $2.76M | Buy |
209,705
+335
| +0.2% | +$4.41K | 0.02% | 425 |
|
|
2022
Q3 | $2.59M | Sell |
209,370
-20,500
| -9% | -$254K | 0.02% | 429 |
|
|
2022
Q2 | $2.98M | Buy |
229,870
+2,000
| +0.9% | +$25.9K | 0.02% | 417 |
|
|
2022
Q1 | $3.47M | Sell |
227,870
-9,000
| -4% | -$137K | 0.02% | 420 |
|
|
2021
Q4 | $3.66M | Buy |
236,870
+20,470
| +9% | +$316K | 0.02% | 427 |
|
|
2021
Q3 | $3.42M | Buy |
216,400
+15,700
| +8% | +$248K | 0.02% | 432 |
|
|
2021
Q2 | $3.1M | Sell |
200,700
-11,950
| -6% | -$184K | 0.02% | 458 |
|
|
2021
Q1 | $3.11M | Sell |
212,650
-15,380
| -7% | -$225K | 0.02% | 426 |
|
|
2020
Q4 | $3.22M | Sell |
228,030
-20,470
| -8% | -$289K | 0.02% | 416 |
|
|
2020
Q3 | $3.29M | Buy |
248,500
+1,250
| +0.5% | +$16.5K | 0.02% | 409 |
|
|
2020
Q2 | $2.88M | Sell |
247,250
-97,567
| -28% | -$1.14M | 0.02% | 449 |
|
|
2020
Q1 | $4.24M | Sell |
344,817
-55,073
| -14% | -$678K | 0.04% | 365 |
|
|
2019
Q4 | $7.23M | Buy |
399,890
+3,410
| +0.9% | +$61.6K | 0.05% | 354 |
|
|
2019
Q3 | $7.32M | Buy |
396,480
+15,085
| +4% | +$278K | 0.05% | 330 |
|
|
2019
Q2 | $6.65M | Buy |
381,395
+108,252
| +40% | +$1.89M | 0.04% | 364 |
|
|
2019
Q1 | $4.78M | Buy |
273,143
+108,736
| +66% | +$1.9M | 0.03% | 427 |
|
|
2018
Q4 | $2.66M | Buy |
164,407
+126,222
| +331% | +$2.04M | 0.02% | 494 |
|
|
2018
Q3 | $701K | Buy |
+38,185
| New | +$701K | ﹤0.01% | 873 |
|