Creative Planning’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 | $15.4M | Sell |
1,076,071
-357,232
| -25% | -$5.12M | 0.01% | 397 |
|
|
2025
Q1 | $21M | Buy |
1,433,303
+1,262,741
| +740% | +$18.5M | 0.02% | 314 |
|
|
2024
Q4 | $2.58M | Sell |
170,562
-60,280
| -26% | -$911K | ﹤0.01% | 979 |
|
|
2024
Q3 | $3.36M | Sell |
230,842
-28,819
| -11% | -$420K | ﹤0.01% | 805 |
|
|
2024
Q2 | $3.99M | Sell |
259,661
-596
| -0.2% | -$9.16K | ﹤0.01% | 703 |
|
|
2024
Q1 | $4M | Buy |
260,257
+17,712
| +7% | +$272K | ﹤0.01% | 688 |
|
|
2023
Q4 | $3.58M | Buy |
242,545
+4,463
| +2% | +$65.9K | 0.01% | 671 |
|
|
2023
Q3 | $3.3M | Sell |
238,082
-4,477
| -2% | -$62K | ﹤0.01% | 662 |
|
|
2023
Q2 | $3.26M | Buy |
242,559
+14,558
| +6% | +$195K | ﹤0.01% | 647 |
|
|
2023
Q1 | $2.88M | Buy |
228,001
+5,038
| +2% | +$63.5K | ﹤0.01% | 652 |
|
|
2022
Q4 | $2.58M | Buy |
222,963
+2,110
| +1% | +$24.4K | ﹤0.01% | 670 |
|
|
2022
Q3 | $2.29M | Sell |
220,853
-34,607
| -14% | -$359K | ﹤0.01% | 657 |
|
|
2022
Q2 | $3.15M | Sell |
255,460
-9,336
| -4% | -$115K | 0.01% | 571 |
|
|
2022
Q1 | $3.91M | Buy |
264,796
+116,012
| +78% | +$1.71M | 0.01% | 517 |
|
|
2021
Q4 | $2.11M | Buy |
148,784
+64,692
| +77% | +$916K | ﹤0.01% | 673 |
|
|
2021
Q3 | $1.19M | Buy |
84,092
+16,578
| +25% | +$234K | ﹤0.01% | 874 |
|
|
2021
Q2 | $963K | Buy |
67,514
+51,292
| +316% | +$732K | ﹤0.01% | 950 |
|
|
2021
Q1 | $223K | Buy |
16,222
+1,667
| +11% | +$22.9K | ﹤0.01% | 1975 |
|
|
2020
Q4 | $184K | Buy |
14,555
+1,578
| +12% | +$19.9K | ﹤0.01% | 1891 |
|
|
2020
Q3 | $157K | Buy |
+12,977
| New | +$157K | ﹤0.01% | 1712 |
|