Creative Planning’s Blue Owl Capital OBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.2M Sell
2025
Q2
$15.4M Sell
2025
Q1
$21M Buy
2024
Q4
$2.58M Sell
2024
Q3
$3.36M Sell
2024
Q2
$3.99M Sell
2024
Q1
$4M Buy
2023
Q4
$3.58M Buy
2023
Q3
$3.3M Sell
2023
Q2
$3.26M Buy
2023
Q1
$2.88M Buy
2022
Q4
$2.58M Buy
2022
Q3
$2.29M Sell
2022
Q2
$3.15M Sell
2022
Q1
$3.91M Buy
2021
Q4
$2.11M Buy
2021
Q3
$1.19M Buy
2021
Q2
$963K Buy
2021
Q1
$223K Buy
2020
Q4
$184K Buy
2020
Q3
$157K Buy