Atria Wealth Solutions’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
23,186
+4,331
| +23% | +$59.2K | 0.01% | 1128 |
|
|
2025
Q1 | $290K | Buy |
18,855
+573
| +3% | +$8.8K | ﹤0.01% | 1474 |
|
|
2024
Q4 | $279K | Sell |
18,282
-1,445
| -7% | -$22.1K | ﹤0.01% | 1575 |
|
|
2024
Q3 | $322K | Sell |
19,727
-112
| -0.6% | -$1.83K | ﹤0.01% | 1462 |
|
|
2024
Q2 | $373K | Sell |
19,839
-730
| -4% | -$13.7K | ﹤0.01% | 1365 |
|
|
2024
Q1 | $416K | Sell |
20,569
-8,608
| -30% | -$174K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $596K | Sell |
29,177
-6,157
| -17% | -$126K | 0.01% | 1110 |
|
|
2023
Q3 | $711K | Buy |
35,334
+5,566
| +19% | +$112K | 0.01% | 964 |
|
|
2023
Q2 | $578K | Buy |
29,768
+2,735
| +10% | +$53.1K | 0.01% | 1082 |
|
|
2023
Q1 | $507K | Buy |
+27,033
| New | +$507K | 0.01% | 1124 |
|
|
2022
Q2 | – | Sell |
-4,446
| Closed | -$98K | – | 1786 |
|
|
2022
Q1 | $98K | Buy |
+4,446
| New | +$98K | ﹤0.01% | 1664 |
|