APP
Avantax Planning Partners’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
72,540
-5,848
| -7% | -$83.9K | 0.03% | 189 |
|
|
2025
Q1 | $1.15M | Hold |
78,388
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $1.19M | Sell |
78,388
-2,242
| -3% | -$33.9K | 0.04% | 166 |
|
|
2024
Q3 | $1.17M | Sell |
80,630
-5,014
| -6% | -$73.1K | 0.04% | 170 |
|
|
2024
Q2 | $1.32M | Hold |
85,644
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $1.32M | Sell |
85,644
-1,134
| -1% | -$17.4K | 0.04% | 188 |
|
|
2023
Q4 | $1.28M | Hold |
86,778
| – | – | 0.05% | 155 |
|
|
2023
Q3 | $1.2M | Sell |
86,778
-3,046
| -3% | -$42.2K | 0.05% | 152 |
|
|
2023
Q2 | $1.21M | Hold |
89,824
| – | – | 0.05% | 149 |
|
|
2023
Q1 | $1.13M | Hold |
89,824
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $1.04M | Sell |
89,824
-1,954
| -2% | -$22.6K | 0.04% | 163 |
|
|
2022
Q3 | $952K | Sell |
91,778
-5,303
| -5% | -$55K | 0.04% | 153 |
|
|
2022
Q2 | $1.2M | Hold |
97,081
| – | – | 0.05% | 135 |
|
|
2022
Q1 | $1.44M | Sell |
97,081
-10,047
| -9% | -$149K | 0.06% | 125 |
|
|
2021
Q4 | $1.52M | Buy |
+107,128
| New | +$1.52M | 0.06% | 119 |
|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$127K | – | 326 |
|
|
2020
Q4 | $127K | Sell |
10,000
-900
| -8% | -$11.4K | 0.01% | 285 |
|
|
2020
Q3 | $131K | Buy |
+10,900
| New | +$131K | 0.01% | 291 |
|