Wills Financial Group, Inc. OCSL Holdings History
Number of Shares
166,498.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
1.1%
Total Estimate Gain
$-293,036.48
% of Total Estimate Gain
-10.99%
Wills Financial Group, Inc.'s Oaktree Specialty Lending Corp Holding Summary
As of 2024-12-31, Wills Financial Group, Inc. held 166,498.00 shares of Oaktree Specialty Lending Corp(OCSL), totaling $2.54 Mil. This investment constitutes 1.1% of their stock portfolio, and Wills Financial Group, Inc. now holds 0.2% of the outstanding Oaktree Specialty Lending Corp(OCSL) stock.
The initial trade took place in 2024Q4. And since then Wills Financial Group, Inc. has made 1 purchases of OCSL, at an average price of $16.02, for a total of 166,498.00 shares. Based on historical transaction data and OCSL's current price of $14.26, Wills Financial Group, Inc.'s estimated gain on his OCSL holdings is $-293,036.48, reflecting a -10.99% gain to date.
Wills Financial Group, Inc. OCSL ($14.26) Holding Chart
Wills Financial Group, Inc. OCSL ($14.26) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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