Heritage Wealth Advisors’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 | $34.4K | Hold |
2,400
| – | – | ﹤0.01% | 328 |
|
|
2025
Q1 | $35.2K | Hold |
2,400
| – | – | ﹤0.01% | 325 |
|
|
2024
Q4 | $36.3K | Buy |
2,400
+200
| +9% | +$3.02K | ﹤0.01% | 342 |
|
|
2024
Q3 | $32.1K | Hold |
2,200
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $33.8K | Hold |
2,200
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $33.8K | Hold |
2,200
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $32.5K | Hold |
2,200
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $30.5K | Hold |
2,200
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $29.5K | Buy |
2,200
+1,200
| +120% | +$16.1K | ﹤0.01% | 371 |
|
|
2023
Q1 | $12.6K | Hold |
1,000
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $11.6K | Buy |
1,000
+300
| +43% | +$3.47K | ﹤0.01% | 443 |
|
|
2022
Q3 | $7.26K | Hold |
700
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 473 |
|