Heritage Wealth Advisors’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 | $30.6K | Hold |
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|
2025
Q2 | $34.4K | Hold |
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|
2025
Q1 | $35.2K | Hold |
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|
2024
Q4 | $36.3K | Buy |
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|
2024
Q3 | $32.1K | Hold |
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|
2024
Q2 | $33.8K | Hold |
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|
2024
Q1 | $33.8K | Hold |
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|
2023
Q4 | $32.5K | Hold |
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|
2023
Q3 | $30.5K | Hold |
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|
2023
Q2 | $29.5K | Buy |
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|
2023
Q1 | $12.6K | Hold |
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|
2022
Q4 | $11.6K | Buy |
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|
2022
Q3 | $7.26K | Hold |
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|
2022
Q2 | $9K | Buy |
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