Creative Planning’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
$1.53M Sell
79,602
-1,212
-1% -$23.3K ﹤0.01% 1527
2025
Q1
$1.62M Buy
80,814
+21,076
+35% +$422K ﹤0.01% 1344
2024
Q4
$1.39M Buy
59,738
+6,891
+13% +$160K ﹤0.01% 1389
2024
Q3
$1.02M Buy
52,847
+2,076
+4% +$40.2K ﹤0.01% 1494
2024
Q2
$901K Buy
50,771
+10,224
+25% +$181K ﹤0.01% 1478
2024
Q1
$765K Buy
40,547
+22,597
+126% +$426K ﹤0.01% 1531
2023
Q4
$267K Buy
+17,950
New +$267K ﹤0.01% 2164