KCFA
Key Client Fiduciary Advisors’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
63,721
+2,116
| +3% | +$46.5K | 0.57% | 42 |
|
|
2025
Q1 | $1.37M | Sell |
61,605
-5,094
| -8% | -$113K | 0.62% | 40 |
|
|
2024
Q4 | $1.46M | Sell |
66,699
-1,027
| -2% | -$22.5K | 0.64% | 35 |
|
|
2024
Q3 | $1.42M | Buy |
67,726
+2,464
| +4% | +$51.6K | 0.63% | 36 |
|
|
2024
Q2 | $1.36M | Buy |
65,262
+658
| +1% | +$13.7K | 0.68% | 33 |
|
|
2024
Q1 | $1.35M | Sell |
64,604
-1,050
| -2% | -$21.9K | 0.71% | 32 |
|
|
2023
Q4 | $1.32M | Sell |
65,654
-3,859
| -6% | -$77.3K | 0.76% | 31 |
|
|
2023
Q3 | $1.35M | Sell |
69,513
-5,840
| -8% | -$114K | 0.83% | 30 |
|
|
2023
Q2 | $1.42M | Buy |
75,353
+86
| +0.1% | +$1.62K | 0.82% | 28 |
|
|
2023
Q1 | $1.38M | Sell |
75,267
-4,635
| -6% | -$84.7K | 0.86% | 28 |
|
|
2022
Q4 | $1.48M | Sell |
79,902
-803
| -1% | -$14.8K | 1% | 26 |
|
|
2022
Q3 | $1.36M | Sell |
80,705
-5,125
| -6% | -$86.5K | 1.23% | 19 |
|
|
2022
Q2 | $1.54M | Buy |
85,830
+935
| +1% | +$16.8K | 1.5% | 16 |
|
|
2022
Q1 | $1.78M | Buy |
84,895
+10,365
| +14% | +$217K | 1.41% | 19 |
|
|
2021
Q4 | $1.58M | Buy |
+74,530
| New | +$1.58M | 1.3% | 24 |
|