Kingswood Wealth Advisors’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 | $419K | Sell |
19,074
-2,730
| -13% | -$60K | 0.03% | 463 |
|
|
2025
Q1 | $485K | Sell |
21,804
-10,079
| -32% | -$224K | 0.04% | 406 |
|
|
2024
Q4 | $698K | Buy |
31,883
+15,453
| +94% | +$338K | 0.05% | 351 |
|
|
2024
Q3 | $344K | Sell |
16,430
-13,450
| -45% | -$281K | 0.02% | 541 |
|
|
2024
Q2 | $623K | Buy |
29,880
+1,463
| +5% | +$30.5K | 0.06% | 327 |
|
|
2024
Q1 | $592K | Buy |
28,417
+24
| +0.1% | +$500 | 0.07% | 304 |
|
|
2023
Q4 | $569K | Buy |
+28,393
| New | +$569K | 0.06% | 312 |
|
|
2023
Q3 | – | Sell |
-20,628
| Closed | -$388K | – | 421 |
|
|
2023
Q2 | $388K | Buy |
+20,628
| New | +$388K | 0.12% | 166 |
|