SVB Wealth’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $26.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $191K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $117K | Buy |
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|
2022
Q2 | $108K | Buy |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $123K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $248K | Hold |
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|
2018
Q2 | $239K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $245K | Buy |
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