AAS
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Annex Advisory Services’s Ares Capital ARCC Stock Holding History

Annex Advisory Services’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$221K Buy
10,055
+788
+9% +$17.3K 0.01% 293
2025
Q1 		$205K Sell
9,267
-188
-2% -$4.17K 0.01% 294
2024
Q4 		$207K Buy
+9,455
New +$207K 0.01% 294