Cyndeo Wealth Partners’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
$279K Sell
12,683
-5,997
-32% -$132K 0.02% 398
2025
Q1
$414K Sell
18,680
-468
-2% -$10.4K 0.03% 321
2024
Q4
$419K Buy
19,148
+430
+2% +$9.41K 0.03% 322
2024
Q3
$392K Buy
+18,718
New +$392K 0.03% 327