Valeo 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 | $498K | Sell |
34,733
-32,096
| -48% | -$460K | 0.01% | 453 |
|
|
2025
Q1 | $980K | Buy |
66,829
+1,829
| +3% | +$26.8K | 0.03% | 266 |
|
|
2024
Q4 | $983K | Hold |
65,000
| – | – | 0.03% | 268 |
|
|
2024
Q3 | $947K | Hold |
65,000
| – | – | 0.03% | 271 |
|
|
2024
Q2 | $998K | Hold |
65,000
| – | – | 0.03% | 236 |
|
|
2024
Q1 | $1.03M | Buy |
+65,000
| New | +$1.03M | 0.04% | 235 |
|