United Capital Financial Advisors’s Blue Owl Capital OWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$539K	Buy	28,039 +454	+2%	+$8.72K	﹤0.01%	752
2025 Q1	$553K	Buy	27,585 +509	+2%	+$10.2K	﹤0.01%	711
2024 Q4	$630K	Sell	27,076 -786	-3%	-$18.3K	0.01%	669
2024 Q3	$539K	Buy	+27,862	New	+$539K	﹤0.01%	708