Winthrop Advisory Group’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 | $792K | Sell |
53,814
-3,400
| -6% | -$50K | 0.08% | 78 |
|
2025
Q1 | $860K | Sell |
57,214
-315
| -0.5% | -$4.73K | 0.1% | 65 |
|
2024
Q4 | $870K | Buy |
+57,529
| New | +$870K | 0.1% | 67 |
|
2024
Q2 | – | Sell |
-28,972
| Closed | -$276K | – | 150 |
|
2024
Q1 | $276K | Sell |
28,972
-42,628
| -60% | -$405K | 0.04% | 122 |
|
2023
Q4 | $1.06M | Buy |
+71,600
| New | +$1.06M | 0.17% | 51 |
|
2023
Q2 | – | Sell |
-153,594
| Closed | -$1.98M | – | 139 |
|
2023
Q1 | $1.98M | Buy |
153,594
+198
| +0.1% | +$2.56K | 0.35% | 33 |
|
2022
Q4 | $1.82M | Buy |
+153,396
| New | +$1.82M | 0.35% | 33 |
|