GoalVest Advisory’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 | $1.54M | Buy |
70,015
+1,425
| +2% | +$31.3K | 0.38% | 46 |
|
|
2025
Q1 | $1.52M | Buy |
68,590
+8,755
| +15% | +$194K | 0.42% | 46 |
|
|
2024
Q4 | $1.31M | Buy |
59,835
+380
| +0.6% | +$8.32K | 0.36% | 51 |
|
|
2024
Q3 | $1.24M | Buy |
59,455
+3,133
| +6% | +$65.6K | 0.36% | 50 |
|
|
2024
Q2 | $1.17M | Sell |
56,322
-4,024
| -7% | -$83.9K | 0.38% | 47 |
|
|
2024
Q1 | $1.26M | Buy |
60,346
+3,399
| +6% | +$70.8K | 0.42% | 42 |
|
|
2023
Q4 | $1.14M | Buy |
56,947
+6,303
| +12% | +$126K | 0.5% | 30 |
|
|
2023
Q3 | $986K | Buy |
50,644
+2,163
| +4% | +$42.1K | 0.49% | 32 |
|
|
2023
Q2 | $911K | Sell |
48,481
-20,694
| -30% | -$389K | 0.47% | 38 |
|
|
2023
Q1 | $1.26M | Buy |
69,175
+6,890
| +11% | +$126K | 0.74% | 30 |
|
|
2022
Q4 | $1.15M | Buy |
62,285
+5,120
| +9% | +$94.6K | 0.74% | 33 |
|
|
2022
Q3 | $965K | Buy |
57,165
+8,238
| +17% | +$139K | 0.68% | 37 |
|
|
2022
Q2 | $919K | Buy |
48,927
+48,357
| +8,484% | +$908K | 0.58% | 51 |
|
|
2022
Q1 | $12K | Buy |
+570
| New | +$12K | 0.01% | 227 |
|