B. Riley Wealth Advisors’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 | $489K | Buy |
+34,081
| New | +$489K | 0.02% | 520 |
|
2024
Q4 | $675K | Sell |
43,585
-654
| -1% | -$10.1K | 0.02% | 580 |
|
2024
Q3 | $662K | Sell |
44,239
-1,570
| -3% | -$23.5K | 0.02% | 638 |
|
2024
Q2 | $721K | Buy |
45,809
+15,979
| +54% | +$251K | 0.02% | 658 |
|
2024
Q1 | $423K | Sell |
29,830
-2,979
| -9% | -$42.2K | 0.01% | 881 |
|
2023
Q4 | $496K | Buy |
32,809
+2,979
| +10% | +$45K | 0.01% | 816 |
|
2023
Q3 | $423K | Buy |
29,830
+1,466
| +5% | +$20.8K | 0.01% | 881 |
|
2023
Q2 | $390K | Hold |
28,364
| – | – | 0.01% | 985 |
|
2023
Q1 | $367K | Buy |
28,364
+100
| +0.4% | +$1.29K | 0.01% | 960 |
|
2022
Q4 | $335K | Sell |
28,264
-948
| -3% | -$11.2K | 0.01% | 983 |
|
2022
Q3 | $303K | Buy |
29,212
+4,084
| +16% | +$42.4K | 0.01% | 995 |
|
2022
Q2 | $310K | Buy |
25,128
+102
| +0.4% | +$1.26K | 0.01% | 867 |
|
2022
Q1 | $370K | Sell |
25,026
-22
| -0.1% | -$325 | 0.01% | 917 |
|
2021
Q4 | $355K | Buy |
25,048
+70
| +0.3% | +$992 | 0.01% | 981 |
|
2021
Q3 | $353K | Sell |
24,978
-3,060
| -11% | -$43.2K | 0.01% | 957 |
|
2021
Q2 | $401K | Buy |
28,038
+3,046
| +12% | +$43.6K | 0.01% | 882 |
|
2021
Q1 | $345K | Buy |
24,992
+551
| +2% | +$7.61K | 0.01% | 922 |
|
2020
Q4 | $310K | Buy |
+24,441
| New | +$310K | 0.02% | 738 |
|