Kovitz Investment Group Partners’s Oaktree Specialty Lending OCSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
167,719
-2,872
-2% -$39.2K 0.01% 604
2025
Q1
$2.62M Sell
170,591
-88,262
-34% -$1.36M 0.01% 530
2024
Q4
$3.96M Buy
258,853
+84,155
+48% +$1.29M 0.02% 444
2024
Q3
$2.85M Buy
+174,698
New +$2.85M 0.02% 434