HB Wealth Management’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
738,059
-393,861
| -35% | -$5.65M | 0.08% | 125 |
|
|
2025
Q1 | $16.6M | Buy |
1,131,920
+856,735
| +311% | +$12.6M | 0.14% | 86 |
|
|
2024
Q4 | $4.16M | Buy |
275,185
+15,814
| +6% | +$239K | 0.04% | 181 |
|
|
2024
Q3 | $3.78M | Sell |
259,371
-114,353
| -31% | -$1.67M | 0.04% | 186 |
|
|
2024
Q2 | $5.74M | Buy |
373,724
+44,355
| +13% | +$681K | 0.07% | 137 |
|
|
2024
Q1 | $5.07M | Sell |
329,369
-30,203
| -8% | -$465K | 0.06% | 149 |
|
|
2023
Q4 | $5.31M | Buy |
359,572
+34,874
| +11% | +$515K | 0.08% | 134 |
|
|
2023
Q3 | $4.5M | Buy |
324,698
+31,816
| +11% | +$441K | 0.07% | 136 |
|
|
2023
Q2 | $3.93M | Buy |
292,882
+23,791
| +9% | +$319K | 0.06% | 147 |
|
|
2023
Q1 | $3.39M | Sell |
269,091
-83,228
| -24% | -$1.05M | 0.06% | 148 |
|
|
2022
Q4 | $4.07M | Buy |
352,319
+116,969
| +50% | +$1.35M | 0.07% | 133 |
|
|
2022
Q3 | $2.44M | Buy |
235,350
+124,919
| +113% | +$1.3M | 0.05% | 159 |
|
|
2022
Q2 | $1.36M | Sell |
110,431
-43,599
| -28% | -$538K | 0.03% | 214 |
|
|
2022
Q1 | $2.28M | Sell |
154,030
-23,117
| -13% | -$342K | 0.04% | 168 |
|
|
2021
Q4 | $2.51M | Buy |
+177,147
| New | +$2.51M | 0.05% | 142 |
|