Arkadios Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Buy |
158,950
+7,736
| +5% | +$111K | 0.07% | 306 |
|
2025
Q1 | $2.22M | Buy |
151,214
+101,019
| +201% | +$1.48M | 0.08% | 268 |
|
2024
Q4 | $759K | Buy |
50,195
+22,440
| +81% | +$339K | 0.04% | 401 |
|
2024
Q3 | $404K | Buy |
27,755
+4,200
| +18% | +$61.2K | 0.02% | 619 |
|
2024
Q2 | $362K | Buy |
23,555
+1,200
| +5% | +$18.4K | 0.02% | 573 |
|
2024
Q1 | $344K | Sell |
22,355
-1,250
| -5% | -$19.2K | 0.03% | 495 |
|
2023
Q4 | $348K | Buy |
23,605
+3,100
| +15% | +$45.8K | 0.03% | 469 |
|
2023
Q3 | $284K | Sell |
20,505
-28,815
| -58% | -$399K | 0.03% | 504 |
|
2023
Q2 | $662K | Buy |
49,320
+97
| +0.2% | +$1.3K | 0.08% | 249 |
|
2023
Q1 | $621K | Buy |
49,223
+4,873
| +11% | +$61.4K | 0.07% | 264 |
|
2022
Q4 | $512K | Buy |
44,350
+13,276
| +43% | +$153K | 0.07% | 275 |
|
2022
Q3 | $322K | Sell |
31,074
-18,417
| -37% | -$191K | 0.05% | 360 |
|
2022
Q2 | $610K | Buy |
49,491
+1,472
| +3% | +$18.1K | 0.09% | 247 |
|
2022
Q1 | $710K | Buy |
48,019
+1,164
| +2% | +$17.2K | 0.09% | 241 |
|
2021
Q4 | $663K | Sell |
46,855
-19,536
| -29% | -$276K | 0.09% | 262 |
|
2021
Q3 | $937K | Buy |
66,391
+11,058
| +20% | +$156K | 0.14% | 171 |
|
2021
Q2 | $789K | Buy |
55,333
+3,746
| +7% | +$53.4K | 0.1% | 241 |
|
2021
Q1 | $710K | Buy |
51,587
+44,372
| +615% | +$611K | 0.12% | 200 |
|
2020
Q4 | $91K | Buy |
+7,215
| New | +$91K | 0.02% | 454 |
|
2020
Q2 | – | Sell |
-6,684
| Closed | -$77.1K | – | 1082 |
|
2020
Q1 | $77.1K | Buy |
6,684
+509
| +8% | +$5.87K | 0.05% | 274 |
|
2019
Q4 | $98.2K | Buy |
+6,175
| New | +$98.2K | 0.06% | 230 |
|