Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.9K | Sell |
1,315
-48
| -4% | -$575 | ﹤0.01% | 4598 |
|
|
2025
Q4 | $17K | Buy |
1,363
+877
| +180% | +$11.7K | ﹤0.01% | 4266 |
|
|
2025
Q3 | $6K | Sell |
486
-242
| -33% | -$3.33K | ﹤0.01% | 4691 |
|
|
2025
Q2 | $10K | Hold |
728
| – | – | ﹤0.01% | 4300 |
|
|
2025
Q1 | $11K | Hold |
728
| – | – | ﹤0.01% | 4063 |
|
|
2024
Q4 | $11K | Buy |
728
+428
| +143% | +$6.86K | ﹤0.01% | 3817 |
|
|
2024
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 4122 |
|
|
2024
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 3795 |
|
|
2024
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 3596 |
|
|
2023
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 3447 |
|
|
2023
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3387 |
|
|
2023
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 3366 |
|
|
2023
Q1 | $6K | Sell |
300
-1
| -0.3% | -$20 | ﹤0.01% | 3226 |
|
|
2022
Q4 | $6K | Hold |
301
| – | – | ﹤0.01% | 3094 |
|
|
2022
Q3 | $5K | Hold |
301
| – | – | ﹤0.01% | 3084 |
|
|
2022
Q2 | $6K | Hold |
301
| – | – | ﹤0.01% | 2903 |
|
|
2022
Q1 | $7K | Sell |
301
-89
| -23% | -$1.99K | ﹤0.01% | 2696 |
|
|
2021
Q4 | $9K | Buy |
+390
| New | +$8.63K | ﹤0.01% | 2419 |
|
|
2021
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2201 |
|
|
2021
Q1 | $8K | Hold |
390
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q4 | $8K | Hold |
390
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2200 |
|
|
2020
Q1 | $8K | Hold |
390
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q4 | $8K | Hold |
390
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2200 |
|
|
2019
Q1 | $8K | Buy |
+390
| New | +$5.81K | ﹤0.01% | 2200 |
|
Other funds holding OCSL
PMG
JVBC
AM
GAM
OCM
CAM
RCM