Naviter Wealth’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 | $2.4M | Buy |
175,837
+19,790
| +13% | +$270K | 0.3% | 88 |
|
|
2025
Q1 | $2.49M | Buy |
156,047
+2,316
| +2% | +$37K | 0.3% | 87 |
|
|
2024
Q4 | $2.35M | Buy |
+153,731
| New | +$2.35M | 0.28% | 93 |
|
|
2023
Q4 | – | Sell |
-11,537
| Closed | -$232K | – | 228 |
|
|
2023
Q3 | $232K | Hold |
11,537
| – | – | 0.06% | 185 |
|
|
2023
Q2 | $224K | Hold |
11,537
| – | – | 0.06% | 206 |
|
|
2023
Q1 | $217K | Buy |
+11,537
| New | +$217K | 0.08% | 176 |
|