Key Financial Inc’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 | $142K | Hold |
6,465
| – | – | 0.03% | 327 |
|
|
2025
Q1 | $143K | Hold |
6,465
| – | – | 0.03% | 308 |
|
|
2024
Q4 | $142K | Buy |
6,465
+988
| +18% | +$21.6K | 0.03% | 305 |
|
|
2024
Q3 | $115K | Hold |
5,477
| – | – | 0.03% | 331 |
|
|
2024
Q2 | $114K | Buy |
+5,477
| New | +$114K | 0.03% | 319 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$5K | – | 1061 |
|
|
2021
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 690 |
|