Crestwood Advisors Group’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
230,327
+30,111
| +15% | +$661K | 0.09% | 132 |
|
|
2025
Q1 | $4.44M | Buy |
200,216
+38,911
| +24% | +$862K | 0.08% | 137 |
|
|
2024
Q4 | $3.53M | Buy |
161,305
+67,423
| +72% | +$1.48M | 0.07% | 146 |
|
|
2024
Q3 | $1.97M | Buy |
93,882
+9,428
| +11% | +$197K | 0.04% | 184 |
|
|
2024
Q2 | $1.76M | Buy |
84,454
+39,704
| +89% | +$827K | 0.04% | 185 |
|
|
2024
Q1 | $932K | Buy |
+44,750
| New | +$932K | 0.02% | 223 |
|