Kelleher Financial 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 | $444K | Buy |
30,992
+346
| +1% | +$4.96K | 0.15% | 82 |
|
|
2025
Q1 | $449K | Buy |
30,646
+5,997
| +24% | +$87.8K | 0.18% | 78 |
|
|
2024
Q4 | $373K | Buy |
24,649
+233
| +1% | +$3.52K | 0.14% | 84 |
|
|
2024
Q3 | $356K | Sell |
24,416
-1,162
| -5% | -$16.9K | 0.14% | 87 |
|
|
2024
Q2 | $393K | Buy |
25,578
+247
| +1% | +$3.79K | 0.16% | 83 |
|
|
2024
Q1 | $390K | Buy |
25,331
+234
| +0.9% | +$3.6K | 0.16% | 86 |
|
|
2023
Q4 | $370K | Sell |
25,097
-2,259
| -8% | -$33.3K | 0.17% | 71 |
|
|
2023
Q3 | $379K | Buy |
27,356
+371
| +1% | +$5.14K | 0.19% | 70 |
|
|
2023
Q2 | $362K | Buy |
26,985
+14,589
| +118% | +$196K | 0.21% | 77 |
|
|
2023
Q1 | $156K | Buy |
12,396
+18
| +0.1% | +$227 | 0.1% | 101 |
|
|
2022
Q4 | $143K | Buy |
12,378
+128
| +1% | +$1.48K | 0.11% | 91 |
|
|
2022
Q3 | $127K | Buy |
+12,250
| New | +$127K | 0.09% | 103 |
|