EFS
Essex Financial Services’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Hold |
31,300
| – | – | 0.03% | 433 |
|
|
2025
Q1 | $459K | Buy |
31,300
+1,000
| +3% | +$14.7K | 0.03% | 403 |
|
|
2024
Q4 | $458K | Hold |
30,300
| – | – | 0.03% | 392 |
|
|
2024
Q3 | $461K | Buy |
30,300
+20,000
| +194% | +$304K | 0.03% | 396 |
|
|
2024
Q2 | $150K | Buy |
+10,300
| New | +$150K | 0.01% | 595 |
|