HB Wealth Management’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
$9.5M Buy
2025
Q2
$10.6M Sell
2025
Q1
$16.6M Buy
2024
Q4
$4.16M Buy
2024
Q3
$3.78M Sell
2024
Q2
$5.74M Buy
2024
Q1
$5.07M Sell
2023
Q4
$5.31M Buy
2023
Q3
$4.5M Buy
2023
Q2
$3.93M Buy
2023
Q1
$3.39M Sell
2022
Q4
$4.07M Buy
2022
Q3
$2.44M Buy
2022
Q2
$1.36M Sell
2022
Q1
$2.28M Sell
2021
Q4
$2.51M Buy