Mount Yale Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$134K	Sell	6,986 -11,774	-63%	-$226K	0.01%	610
2025 Q1	$376K	Sell	18,760 -5,869	-24%	-$118K	0.03%	382
2024 Q4	$573K	Buy	24,629 +168	+0.7%	+$3.91K	0.05%	320
2024 Q3	$474K	Buy	24,461 +11,469	+88%	+$222K	0.05%	357
2024 Q2	$231K	Buy	+12,992	New	+$231K	0.02%	496