Valeo Financial Advisors’s Blue Owl Capital OBDC Stock Holding History

Valeo Financial Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$455K	Buy
2025 Q2	$498K	Sell
2025 Q1	$980K	Buy
2024 Q4	$983K	Hold
2024 Q3	$947K	Hold
2024 Q2	$998K	Hold
2024 Q1	$1.03M	Buy