Oak Family Advisors’s Belden BDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,300
| Closed | -$1.16M | – | 90 |
|
2024
Q4 | $1.16M | Sell |
10,300
-60
| -0.6% | -$6.76K | 0.42% | 52 |
|
2024
Q3 | $1.21M | Sell |
10,360
-7,130
| -41% | -$835K | 0.37% | 54 |
|
2024
Q2 | $1.64M | Sell |
17,490
-9,137
| -34% | -$857K | 0.56% | 43 |
|
2024
Q1 | $2.47M | Sell |
26,627
-345
| -1% | -$32K | 0.95% | 34 |
|
2023
Q4 | $2.08M | Buy |
26,972
+90
| +0.3% | +$6.95K | 0.88% | 39 |
|
2023
Q3 | $2.6M | Sell |
26,882
-175
| -0.6% | -$16.9K | 1.23% | 30 |
|
2023
Q2 | $2.59M | Sell |
27,057
-310
| -1% | -$29.7K | 1.23% | 27 |
|
2023
Q1 | $2.37M | Sell |
27,367
-4,560
| -14% | -$396K | 1.17% | 29 |
|
2022
Q4 | $2.3M | Sell |
31,927
-4,397
| -12% | -$316K | 1.23% | 29 |
|
2022
Q3 | $2.18M | Sell |
36,324
-1,608
| -4% | -$96.5K | 1.17% | 26 |
|
2022
Q2 | $2.02M | Buy |
37,932
+13,106
| +53% | +$698K | 1.02% | 27 |
|
2022
Q1 | $1.38M | Buy |
24,826
+8,300
| +50% | +$460K | 0.54% | 42 |
|
2021
Q4 | $1.09M | Buy |
16,526
+6,205
| +60% | +$408K | 0.41% | 52 |
|
2021
Q3 | $601K | Buy |
+10,321
| New | +$601K | 0.22% | 67 |
|