TFA
Toth Financial Advisory’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
61,300
+4,400
| +8% | +$84.5K | 0.14% | 116 |
|
|
2025
Q1 | $1.14M | Buy |
56,900
+1,000
| +2% | +$20K | 0.14% | 117 |
|
|
2024
Q4 | $1.3M | Sell |
55,900
-500
| -0.9% | -$11.6K | 0.15% | 115 |
|
|
2024
Q3 | $1.09M | Sell |
56,400
-5,328
| -9% | -$103K | 0.13% | 117 |
|
|
2024
Q2 | $1.1M | Buy |
61,728
+2,700
| +5% | +$47.9K | 0.14% | 116 |
|
|
2024
Q1 | $1.11M | Buy |
59,028
+6,528
| +12% | +$123K | 0.14% | 118 |
|
|
2023
Q4 | $782K | Buy |
52,500
+25,000
| +91% | +$373K | 0.11% | 134 |
|
|
2023
Q3 | $356K | Buy |
27,500
+25,500
| +1,275% | +$330K | 0.05% | 162 |
|
|
2023
Q2 | $23.3K | Buy |
2,000
+80
| +4% | +$932 | ﹤0.01% | 372 |
|
|
2023
Q1 | $21.3K | Hold |
1,920
| – | – | ﹤0.01% | 376 |
|
|
2022
Q4 | $20.4K | Buy |
1,920
+320
| +20% | +$3.39K | ﹤0.01% | 376 |
|
|
2022
Q3 | $15K | Buy |
+1,600
| New | +$15K | ﹤0.01% | 402 |
|