Summit Securities Group’s Blue Owl Capital OBDC Stock Holding History

Summit Securities Group’s Portfolio OBDC Stock Details OBDC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$144K	Buy
2025 Q1	–	Sell
2024 Q4	$2.2M	Buy
2024 Q1	–	Sell
2023 Q4	$18K	Buy
2022 Q3	–	Sell
2022 Q2	$4K	Hold
2022 Q1	$4K	Buy
2021 Q2	–	Sell
2021 Q1	$138K	Hold
2020 Q4	$127K	Buy