Avantax Advisory Services’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 | $542K | Buy |
37,773
+381
| +1% | +$5.46K | ﹤0.01% | 1542 |
|
|
2025
Q1 | $548K | Buy |
37,392
+996
| +3% | +$14.6K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $550K | Buy |
36,396
+4,960
| +16% | +$75K | ﹤0.01% | 1379 |
|
|
2024
Q3 | $458K | Buy |
31,436
+4,834
| +18% | +$70.4K | ﹤0.01% | 1470 |
|
|
2024
Q2 | $409K | Sell |
26,602
-3,793
| -12% | -$58.3K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $467K | Sell |
30,395
-1,728
| -5% | -$26.6K | ﹤0.01% | 1077 |
|
|
2023
Q4 | $474K | Buy |
32,123
+2,921
| +10% | +$43.1K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $404K | Buy |
29,202
+749
| +3% | +$10.4K | ﹤0.01% | 1043 |
|
|
2023
Q2 | $382K | Buy |
28,453
+8,632
| +44% | +$116K | ﹤0.01% | 1060 |
|
|
2023
Q1 | $250K | Buy |
19,821
+2,019
| +11% | +$25.5K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $206K | Buy |
17,802
+586
| +3% | +$6.77K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $179K | Buy |
17,216
+161
| +0.9% | +$1.67K | ﹤0.01% | 1235 |
|
|
2022
Q2 | $210K | Sell |
17,055
-336
| -2% | -$4.14K | ﹤0.01% | 1180 |
|
|
2022
Q1 | $256K | Buy |
17,391
+311
| +2% | +$4.58K | ﹤0.01% | 1084 |
|
|
2021
Q4 | $242K | Buy |
17,080
+2,224
| +15% | +$31.5K | ﹤0.01% | 1082 |
|
|
2021
Q3 | $210K | Buy |
14,856
+139
| +0.9% | +$1.97K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $210K | Buy |
+14,717
| New | +$210K | ﹤0.01% | 1061 |
|