United Capital Financial Advisors’s Blue Owl Capital OBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.66M | Sell |
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|
2025
Q2 | $4.31M | Buy |
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|
2025
Q1 | $4.41M | Sell |
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|
2024
Q4 | $5.06M | Sell |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $5.71M | Sell |
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|
2024
Q1 | $6.3M | Sell |
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|
2023
Q4 | $6.28M | Sell |
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|
2023
Q3 | $7.01M | Sell |
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|
2023
Q2 | $7.14M | Sell |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $6.85M | Buy |
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|
2022
Q3 | $6M | Sell |
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|
2022
Q2 | $7.67M | Sell |
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|
2022
Q1 | $10.5M | Sell |
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|
2021
Q4 | $18M | Sell |
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|
2021
Q3 | $18.1M | Sell |
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|
2021
Q2 | $18.8M | Sell |
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|
2021
Q1 | $19.6M | Sell |
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|
2020
Q4 | $19M | Sell |
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|
2020
Q3 | $22.5M | Sell |
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|
2020
Q2 | $24.2M | Buy |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $8.9M | Buy |
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|
2019
Q3 | $4.33M | Buy |
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