Avantax Advisory Services’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $474K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $210K | Buy |
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