CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$149K Buy
2024
Q4 		– Sell
2024
Q3 		$527K Sell
2024
Q2 		$612K Sell
2024
Q1 		$957K Buy
2023
Q4 		$651K Buy
2023
Q3 		$619K Buy
2023
Q2 		$518K Buy
2023
Q1 		$496K Buy
2022
Q4 		$533K Buy
2022
Q3 		$462K Buy