Clearstead 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 | $52.3K | Buy |
3,649
+1,010
| +38% | +$14.5K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $38.7K | Buy |
2,639
+72
| +3% | +$1.06K | ﹤0.01% | 1239 |
|
|
2024
Q4 | $38.8K | Buy |
2,567
+70
| +3% | +$1.06K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $36.4K | Buy |
2,497
+67
| +3% | +$976 | ﹤0.01% | 1273 |
|
|
2024
Q2 | $37.3K | Buy |
2,430
+8
| +0.3% | +$123 | ﹤0.01% | 1228 |
|
|
2024
Q1 | $39.6K | Buy |
+2,422
| New | +$39.6K | ﹤0.01% | 825 |
|
|
2022
Q1 | – | Sell |
-925
| Closed | -$13K | – | 1432 |
|
|
2021
Q4 | $13K | Hold |
925
| – | – | ﹤0.01% | 893 |
|
|
2021
Q3 | $13K | Sell |
925
-2,400
| -72% | -$33.7K | ﹤0.01% | 904 |
|
|
2021
Q2 | $47K | Sell |
3,325
-5,400
| -62% | -$76.3K | ﹤0.01% | 565 |
|
|
2021
Q1 | $120K | Hold |
8,725
| – | – | 0.01% | 406 |
|
|
2020
Q4 | $110K | Buy |
8,725
+7,525
| +627% | +$94.9K | 0.01% | 399 |
|
|
2020
Q3 | $14K | Buy |
+1,200
| New | +$14K | ﹤0.01% | 626 |
|