Bank of Montreal’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
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|
2025
Q1 | $179K | Buy |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | $178K | Hold |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $160 | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.54M | Sell |
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|
2019
Q4 | $10.4M | Hold |
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|
2019
Q3 | $9.83M | Hold |
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|
2019
Q2 | $10.3M | Hold |
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|
2019
Q1 | $9.83M | Hold |
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|
2018
Q4 | $8.03M | Hold |
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|
2018
Q3 | $9.41M | Hold |
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|
2018
Q2 | $9.07M | Hold |
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|
2018
Q1 | $7.99M | Hold |
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|
2017
Q4 | $9.28M | Hold |
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|
2017
Q3 | $10.4M | Buy |
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|
2017
Q2 | $7.91M | Sell |
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|
2017
Q1 | $7.52M | Sell |
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|
2016
Q4 | $8.95M | Buy |
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|
2016
Q3 | $9.68M | Sell |
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|
2016
Q2 | $8.1M | Buy |
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|
2016
Q1 | $8.36M | Buy |
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|
2015
Q4 | $6.76M | Buy |
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|
2015
Q3 | $160K | Sell |
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|
2015
Q2 | $8.94M | Sell |
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|
2015
Q1 | $21.3M | Buy |
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|
2014
Q4 | $218K | Buy |
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|
2014
Q3 | $239K | Buy |
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|
2014
Q2 | $34K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $513K | Hold |
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|
2013
Q2 | $521K | Buy |
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