Texas Capital Bank Wealth Management Services’s Oaktree Specialty Lending OCSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Buy |
166,625
+4,581
| +3% | +$62.6K | 0.21% | 61 |
|
2025
Q1 | $2.49M | Buy |
162,044
+115,240
| +246% | +$1.77M | 0.25% | 55 |
|
2024
Q4 | $715K | Sell |
46,804
-61,733
| -57% | -$943K | 0.07% | 88 |
|
2024
Q3 | $1.77M | Hold |
108,537
| – | – | 0.17% | 54 |
|
2024
Q2 | $2.04M | Buy |
108,537
+5,275
| +5% | +$99.2K | 0.21% | 51 |
|
2024
Q1 | $2.03M | Buy |
103,262
+16,054
| +18% | +$316K | 0.22% | 54 |
|
2023
Q4 | $1.78M | Sell |
87,208
-26,533
| -23% | -$542K | 0.21% | 54 |
|
2023
Q3 | $2.29M | Buy |
113,741
+2,444
| +2% | +$49.2K | 0.29% | 53 |
|
2023
Q2 | $2.16M | Hold |
111,297
| – | – | 0.23% | 64 |
|
2023
Q1 | $2.09M | Sell |
111,297
-2,637
| -2% | -$49.5K | 0.24% | 58 |
|
2022
Q4 | $2.35M | Buy |
113,934
+33,536
| +42% | +$691K | 0.29% | 58 |
|
2022
Q3 | $1.45M | Buy |
80,398
+1,970
| +3% | +$35.5K | 0.19% | 65 |
|
2022
Q2 | $1.54M | Buy |
78,428
+3,653
| +5% | +$71.8K | 0.18% | 61 |
|
2022
Q1 | $1.65M | Buy |
74,775
+8,762
| +13% | +$194K | 0.15% | 66 |
|
2021
Q4 | $1.48M | Hold |
66,013
| – | – | 0.13% | 66 |
|
2021
Q3 | $1.4M | Hold |
66,013
| – | – | 0.14% | 68 |
|
2021
Q2 | $1.33M | Buy |
66,013
+12,006
| +22% | +$241K | 0.17% | 68 |
|
2021
Q1 | $1.01M | Buy |
+54,007
| New | +$1.01M | 0.14% | 73 |
|