Atria Wealth Solutions’s Oaktree Specialty Lending OCSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Buy	23,186 +4,331	+23%	+$61.1K	0.01%	1129
2025 Q1	$290K	Buy	18,855 +573	+3%	+$8.99K	﹤0.01%	1483
2024 Q4	$279K	Sell	18,282 -1,445	-7%	-$23.2K	﹤0.01%	1600
2024 Q3	$322K	Sell	19,727 -112	-0.6%	-$1.92K	﹤0.01%	1473
2024 Q2	$373K	Sell	19,839 -730	-4%	-$14.1K	﹤0.01%	1377
2024 Q1	$416K	Sell	20,569 -8,608	-30%	-$174K	﹤0.01%	1350
2023 Q4	$596K	Sell	29,177 -6,157	-17%	-$122K	0.01%	1120
2023 Q3	$711K	Buy	35,334 +5,566	+19%	+$111K	0.01%	969
2023 Q2	$578K	Buy	29,768 +2,735	+10%	+$51.4K	0.01%	1087
2023 Q1	$507K	Buy	+27,033	New	+$538K	0.01%	1127
2022 Q2	–	Sell	-4,446	Closed	-$98K	–	1818
2022 Q1	$98K	Buy	+4,446	New	+$99.5K	﹤0.01%	1665