Jones Financial Companies’s Blue Owl Capital OWL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.5K | Buy |
4,345
+884
| +26% | +$17.2K | ﹤0.01% | 2001 |
|
2025
Q1 | $69.7K | Buy |
3,461
+1,581
| +84% | +$31.9K | ﹤0.01% | 1925 |
|
2024
Q4 | $43.7K | Buy |
1,880
+1,315
| +233% | +$30.6K | ﹤0.01% | 1927 |
|
2024
Q3 | $10.9K | Buy |
565
+15
| +3% | +$289 | ﹤0.01% | 2183 |
|
2024
Q2 | $9.76K | Buy |
+550
| New | +$9.76K | ﹤0.01% | 1762 |
|
2024
Q1 | – | Sell |
-222
| Closed | -$3.31K | – | 1428 |
|
2023
Q4 | $3.31K | Buy |
222
+106
| +91% | +$1.58K | ﹤0.01% | 822 |
|
2023
Q3 | $1.5K | Buy |
+116
| New | +$1.5K | ﹤0.01% | 592 |
|
2023
Q1 | – | Sell |
-90
| Closed | -$1K | – | 715 |
|
2022
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 689 |
|
2022
Q3 | – | Sell |
-36
| Closed | – | – | 678 |
|
2022
Q2 | $0 | Buy |
36
+3
| +9% | – | ﹤0.01% | 812 |
|
2022
Q1 | $0 | Buy |
+33
| New | – | ﹤0.01% | 801 |
|