EverSource Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
8,728
+4,494
| +106% | +$64.4K | 0.01% | 1074 |
|
|
2025
Q1 | $62.1K | Sell |
4,234
-22
| -0.5% | -$323 | ﹤0.01% | 1132 |
|
|
2024
Q4 | $64.4K | Sell |
4,256
-558
| -12% | -$8.44K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $70.1K | Buy |
4,814
+642
| +15% | +$9.35K | ﹤0.01% | 922 |
|
|
2024
Q2 | $64.8K | Buy |
4,172
+3,580
| +605% | +$55.6K | ﹤0.01% | 971 |
|
|
2024
Q1 | $9.41K | Sell |
592
-210
| -26% | -$3.34K | ﹤0.01% | 1722 |
|
|
2023
Q4 | $11.8K | Buy |
802
+37
| +5% | +$546 | ﹤0.01% | 1486 |
|
|
2023
Q3 | $10.6K | Hold |
765
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q2 | $10.3K | Hold |
765
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q1 | $9.65K | Hold |
765
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q4 | $8.84K | Buy |
+765
| New | +$8.84K | ﹤0.01% | 1375 |
|