Venturi Wealth Management’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 | $353K | Buy |
24,600
+14,400
| +141% | +$206K | 0.02% | 386 |
|
|
2025
Q1 | $150K | Buy |
10,200
+5,100
| +100% | +$74.8K | 0.01% | 549 |
|
|
2024
Q4 | $77.1K | Buy |
+5,100
| New | +$77.1K | ﹤0.01% | 872 |
|
|
2024
Q2 | – | Sell |
-66
| Closed | -$1.02K | – | 1525 |
|
|
2024
Q1 | $1.02K | Sell |
66
-22
| -25% | -$339 | ﹤0.01% | 1353 |
|
|
2023
Q4 | $1.3K | Buy |
+88
| New | +$1.3K | ﹤0.01% | 1300 |
|