EverSource Wealth Advisors’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1K | Buy |
1,202
+525
| +78% | +$10.1K | ﹤0.01% | 2178 |
|
|
2025
Q1 | $13.6K | Buy |
677
+51
| +8% | +$1.02K | ﹤0.01% | 1924 |
|
|
2024
Q4 | $14.6K | Buy |
626
+437
| +231% | +$10.2K | ﹤0.01% | 1807 |
|
|
2024
Q3 | $3.66K | Buy |
189
+29
| +18% | +$561 | ﹤0.01% | 2348 |
|
|
2024
Q2 | $3.05K | Sell |
160
-205
| -56% | -$3.91K | ﹤0.01% | 2406 |
|
|
2024
Q1 | $6.89K | Buy |
+365
| New | +$6.89K | ﹤0.01% | 1882 |
|