Strategic Wealth Partners’s Blue Owl Capital OBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Buy
2025
Q2
$987K Buy
2024
Q4
$1.05M Buy
2024
Q3
$996K Buy
2024
Q2
$1.05M Sell
2024
Q1
$1.06M Sell
2023
Q4
$1.04M Sell
2023
Q3
$997K Buy
2023
Q2
$887K Buy
2023
Q1
$154K Buy
2022
Q4
Sell
2022
Q3
$165K Sell
2022
Q2
$205K Sell
2022
Q1
$388K Sell
2021
Q4
$432K Sell
2021
Q3
$484K Buy