Center for Financial Planning’s Blue Owl Capital OWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.2K	Buy	4,400 +4,200	+2,100%	+$50.8K	﹤0.01%	333
2025 Q4	$2.99K	Hold	200	–	–	﹤0.01%	588
2025 Q3	$3.39K	Hold	200	–	–	﹤0.01%	565
2025 Q2	$3.84K	Hold	200	–	–	﹤0.01%	530
2025 Q1	$4.01K	Hold	200	–	–	﹤0.01%	547
2024 Q4	$4.65K	Hold	200	–	–	﹤0.01%	487
2024 Q3	$3.87K	Hold	200	–	–	﹤0.01%	469
2024 Q2	$3.55K	Hold	200	–	–	﹤0.01%	473
2024 Q1	$3.77K	Hold	200	–	–	﹤0.01%	487
2023 Q4	$2.98K	Hold	200	–	–	﹤0.01%	448
2023 Q3	$2.59K	Hold	200	–	–	﹤0.01%	448
2023 Q2	$2.33K	Hold	200	–	–	﹤0.01%	487
2023 Q1	$2.22K	Hold	200	–	–	﹤0.01%	445
2022 Q4	$2.12K	Hold	200	–	–	﹤0.01%	460
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	544
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	475
2022 Q1	$3K	Buy	200 +37	+23%	+$469	﹤0.01%	457
2021 Q4	$2K	Buy	+163	New	+$2.57K	﹤0.01%	487