SWA
Strategies Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
33,446
+854
| +3% | +$12.2K | 0.05% | 107 |
|
|
2025
Q1 | $478K | Buy |
32,592
+107
| +0.3% | +$1.57K | 0.06% | 94 |
|
|
2024
Q4 | $490K | Buy |
32,485
+1,550
| +5% | +$23.4K | 0.06% | 82 |
|
|
2024
Q3 | $451K | Buy |
30,935
+2,670
| +9% | +$38.9K | 0.06% | 67 |
|
|
2024
Q2 | $434K | Buy |
28,265
+745
| +3% | +$11.4K | 0.06% | 64 |
|
|
2024
Q1 | $423K | Buy |
27,520
+762
| +3% | +$11.7K | 0.07% | 69 |
|
|
2023
Q4 | $395K | Buy |
26,758
+775
| +3% | +$11.4K | 0.07% | 69 |
|
|
2023
Q3 | $360K | Buy |
25,983
+731
| +3% | +$10.1K | 0.07% | 64 |
|
|
2023
Q2 | $339K | Buy |
25,252
+741
| +3% | +$9.94K | 0.07% | 67 |
|
|
2023
Q1 | $309K | Buy |
24,511
+701
| +3% | +$8.84K | 0.07% | 66 |
|
|
2022
Q4 | $275K | Buy |
+23,810
| New | +$275K | 0.07% | 63 |
|
|
2022
Q2 | $280K | Buy |
22,700
+516
| +2% | +$6.36K | 0.08% | 75 |
|
|
2022
Q1 | $328K | Buy |
22,184
+463
| +2% | +$6.84K | 0.09% | 70 |
|
|
2021
Q4 | $308K | Buy |
+21,721
| New | +$308K | 0.09% | 68 |
|