Kingswood 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 | $1.74M | Sell |
121,559
-10,158
| -8% | -$146K | 0.14% | 164 |
|
|
2025
Q1 | $1.95M | Sell |
131,717
-127,214
| -49% | -$1.88M | 0.18% | 143 |
|
|
2024
Q4 | $3.92M | Buy |
258,931
+121,947
| +89% | +$1.84M | 0.29% | 68 |
|
|
2024
Q3 | $2.05M | Buy |
136,984
+344
| +0.3% | +$5.16K | 0.15% | 160 |
|
|
2024
Q2 | $2.1M | Buy |
136,640
+9,445
| +7% | +$145K | 0.19% | 112 |
|
|
2024
Q1 | $1.96M | Buy |
127,195
+5,837
| +5% | +$89.8K | 0.23% | 101 |
|
|
2023
Q4 | $1.79M | Buy |
121,358
+82,419
| +212% | +$1.22M | 0.2% | 117 |
|
|
2023
Q3 | $522K | Sell |
38,939
-80,478
| -67% | -$1.08M | 0.09% | 239 |
|
|
2023
Q2 | $1.6M | Buy |
+119,417
| New | +$1.6M | 0.51% | 47 |
|