IFP Advisors’s Blue Owl Capital OWL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$973K Sell
50,378
-34,468
-41% -$666K 0.03% 590
2025
Q1
$1.7M Sell
84,846
-3,296
-4% -$66.2K 0.05% 395
2024
Q4
$2.06M Buy
88,142
+632
+0.7% +$14.7K 0.07% 331
2024
Q3
$1.69M Buy
87,510
+84,199
+2,543% +$1.63M 0.06% 342
2024
Q2
$58.8K Hold
3,311
﹤0.01% 1604
2024
Q1
$62.4K Buy
3,311
+211
+7% +$3.98K ﹤0.01% 1495
2023
Q4
$46.2K Buy
3,100
+59
+2% +$879 ﹤0.01% 1578
2023
Q3
$39.4K Buy
3,041
+41
+1% +$531 ﹤0.01% 1651
2023
Q2
$35K Hold
3,000
﹤0.01% 1768
2023
Q1
$31.2K Buy
+3,000
New +$31.2K ﹤0.01% 1807
2022
Q4
Sell
-1,508
Closed -$15K 4769
2022
Q3
$15K Hold
1,508
﹤0.01% 3338
2022
Q2
$15K Hold
1,508
﹤0.01% 3097
2022
Q1
$15K Buy
+1,508
New +$15K ﹤0.01% 3097