Strategic Wealth Partners’s Blue Owl Capital OWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
+253,570
| New | +$4.87M | 0.38% | 74 |
|
|
2024
Q4 | $5.95M | Sell |
252,962
-11,074
| -4% | -$260K | 0.49% | 71 |
|
|
2024
Q3 | $5.11M | Hold |
264,036
| – | – | 0.49% | 67 |
|
|
2024
Q2 | $4.69M | Sell |
264,036
-3,109
| -1% | -$55.2K | 0.49% | 71 |
|
|
2024
Q1 | $5.04M | Sell |
267,145
-161,078
| -38% | -$3.04M | 0.55% | 61 |
|
|
2023
Q4 | $6.38M | Sell |
428,223
-35,665
| -8% | -$531K | 0.79% | 34 |
|
|
2023
Q3 | $6.01M | Buy |
463,888
+22,487
| +5% | +$291K | 0.79% | 28 |
|
|
2023
Q2 | $5.14M | Buy |
+441,401
| New | +$5.14M | 0.67% | 30 |
|