United Capital Financial Advisors’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
300,903
+90
| +0% | +$1.29K | 0.03% | 302 |
|
|
2025
Q1 | $4.41M | Sell |
300,813
-34,084
| -10% | -$500K | 0.04% | 291 |
|
|
2024
Q4 | $5.06M | Sell |
334,897
-10,107
| -3% | -$153K | 0.04% | 257 |
|
|
2024
Q3 | $5.03M | Sell |
345,004
-26,909
| -7% | -$392K | 0.04% | 263 |
|
|
2024
Q2 | $5.71M | Sell |
371,913
-37,986
| -9% | -$583K | 0.05% | 242 |
|
|
2024
Q1 | $6.3M | Sell |
409,899
-15,868
| -4% | -$244K | 0.05% | 240 |
|
|
2023
Q4 | $6.28M | Sell |
425,767
-80,731
| -16% | -$1.19M | 0.05% | 260 |
|
|
2023
Q3 | $7.01M | Sell |
506,498
-25,700
| -5% | -$356K | 0.05% | 261 |
|
|
2023
Q2 | $7.14M | Sell |
532,198
-9,169
| -2% | -$123K | 0.04% | 274 |
|
|
2023
Q1 | $6.83M | Sell |
541,367
-52,100
| -9% | -$657K | 0.04% | 289 |
|
|
2022
Q4 | $6.85M | Buy |
593,467
+14,630
| +3% | +$169K | 0.04% | 292 |
|
|
2022
Q3 | $6M | Sell |
578,837
-43,418
| -7% | -$450K | 0.04% | 306 |
|
|
2022
Q2 | $7.67M | Sell |
622,255
-89,286
| -13% | -$1.1M | 0.04% | 288 |
|
|
2022
Q1 | $10.5M | Sell |
711,541
-560,821
| -44% | -$8.29M | 0.05% | 271 |
|
|
2021
Q4 | $18M | Sell |
1,272,362
-12,943
| -1% | -$183K | 0.08% | 210 |
|
|
2021
Q3 | $18.1M | Sell |
1,285,305
-31,762
| -2% | -$448K | 0.09% | 201 |
|
|
2021
Q2 | $18.8M | Sell |
1,317,067
-103,108
| -7% | -$1.47M | 0.09% | 199 |
|
|
2021
Q1 | $19.6M | Sell |
1,420,175
-79,867
| -5% | -$1.1M | 0.11% | 182 |
|
|
2020
Q4 | $19M | Sell |
1,500,042
-368,394
| -20% | -$4.66M | 0.11% | 183 |
|
|
2020
Q3 | $22.5M | Sell |
1,868,436
-93,118
| -5% | -$1.12M | 0.15% | 158 |
|
|
2020
Q2 | $24.2M | Buy |
1,961,554
+926,705
| +90% | +$11.4M | 0.18% | 126 |
|
|
2020
Q1 | $11.9M | Buy |
1,034,849
+537,210
| +108% | +$6.2M | 0.1% | 207 |
|
|
2019
Q4 | $8.9M | Buy |
497,639
+223,393
| +81% | +$4M | 0.06% | 322 |
|
|
2019
Q3 | $4.33M | Buy |
+274,246
| New | +$4.33M | 0.03% | 439 |
|