EverSource Wealth Advisors’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
$54.5K Sell
2025
Q2
$125K Buy
2025
Q1
$62.1K Sell
2024
Q4
$64.4K Sell
2024
Q3
$70.1K Buy
2024
Q2
$64.8K Buy
2024
Q1
$9.41K Sell
2023
Q4
$11.8K Buy
2023
Q3
$10.6K Hold
2023
Q2
$10.3K Hold
2023
Q1
$9.65K Hold
2022
Q4
$8.84K Buy