Creative Planning’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $191K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $66K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $63K | Sell |
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|
2017
Q3 | $94K | Sell |
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|
2017
Q2 | $111K | Buy |
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|
2017
Q1 | $63K | Sell |
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|
2016
Q4 | $78K | Sell |
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|
2016
Q3 | $338K | Sell |
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|
2016
Q2 | $286K | Buy |
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|
2016
Q1 | $106K | Sell |
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|
2015
Q4 | $154K | Buy |
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|
2015
Q3 | $80K | Sell |
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|
2015
Q2 | $154K | Buy |
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|
2015
Q1 | $102K | Sell |
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|
2014
Q4 | $131K | Buy |
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|
2014
Q3 | $103K | Buy |
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|
2014
Q2 | $99K | Sell |
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|
2014
Q1 | $120K | Sell |
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|
2013
Q4 | $331K | Buy |
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|
2013
Q3 | $113K | Buy |
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|
2013
Q2 | $7K | Buy |
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