Spire Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,550	Closed	-$19.7K	–	2361
2025 Q4	$19.7K	Sell	1,550 -4,460	-74%	-$59.6K	﹤0.01%	1489
2025 Q3	$78.4K	Buy	6,010 +1,700	+39%	+$23.4K	﹤0.01%	1083
2025 Q2	$58.9K	Sell	4,310 -250	-5%	-$3.52K	﹤0.01%	1145
2025 Q1	$70K	Buy	4,560 +105	+2%	+$1.65K	﹤0.01%	1169
2024 Q4	$68.1K	Buy	+4,455	New	+$71.4K	﹤0.01%	1168
2023 Q1	–	Sell	-1,581	Closed	-$33K	–	2560
2022 Q4	$33K	Hold	1,581	–	–	﹤0.01%	1155
2022 Q3	$28K	Sell	1,581 -1,131	-42%	-$23K	﹤0.01%	1183
2022 Q2	$53K	Sell	2,712 -2,645	-49%	-$55.7K	﹤0.01%	1269
2022 Q1	$118K	Sell	5,357 -1,805	-25%	-$40.4K	﹤0.01%	1111
2021 Q4	$160K	Hold	7,162	–	–	﹤0.01%	1194
2021 Q3	$152K	Hold	7,162	–	–	﹤0.01%	1026
2021 Q2	$144K	Hold	7,162	–	–	﹤0.01%	1066
2021 Q1	$133K	Buy	+7,162	New	+$129K	﹤0.01%	1261