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 |
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|
2025
Q2 | $15.4M | Sell |
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|
2025
Q1 | $21M | Buy |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $3.36M | Sell |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $3.58M | Buy |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $3.15M | Sell |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $963K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $184K | Buy |
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|
2020
Q3 | $157K | Buy |
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