Clearstead Advisors’s Blue Owl Capital OWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Hold |
1,000
| – | – | ﹤0.01% | 1634 |
|
|
2025
Q1 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 1419 |
|
|
2024
Q4 | – | Sell |
-5,496
| Closed | -$106K | – | 2163 |
|
|
2024
Q3 | $106K | Buy |
5,496
+651
| +13% | +$12.6K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $86K | Buy |
4,845
+440
| +10% | +$7.81K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $81K | Buy |
4,405
+990
| +29% | +$18.2K | ﹤0.01% | 646 |
|
|
2023
Q4 | $50.9K | Sell |
3,415
-4,195
| -55% | -$62.5K | ﹤0.01% | 729 |
|
|
2023
Q3 | $98.6K | Buy |
+7,610
| New | +$98.6K | ﹤0.01% | 734 |
|