Spire Wealth Management’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 | $58.9K | Sell |
4,310
-250
| -5% | -$3.42K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $70K | Buy |
4,560
+105
| +2% | +$1.61K | ﹤0.01% | 1169 |
|
|
2024
Q4 | $68.1K | Buy |
+4,455
| New | +$68.1K | ﹤0.01% | 1168 |
|
|
2023
Q1 | – | Sell |
-1,581
| Closed | -$33K | – | 2559 |
|
|
2022
Q4 | $33K | Hold |
1,581
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q3 | $28K | Sell |
1,581
-1,131
| -42% | -$20K | ﹤0.01% | 1182 |
|
|
2022
Q2 | $53K | Sell |
2,712
-2,645
| -49% | -$51.7K | ﹤0.01% | 1269 |
|
|
2022
Q1 | $118K | Sell |
5,357
-1,805
| -25% | -$39.8K | ﹤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 | +$133K | ﹤0.01% | 1261 |
|