Montag & Associates’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $63.2K | Buy |
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|
2024
Q3 | $31.4K | Hold |
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|
2024
Q2 | $31.3K | Hold |
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|
2024
Q1 | $31.2K | Hold |
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|
2023
Q4 | $30K | Hold |
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|
2023
Q3 | $29.2K | Hold |
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|
2023
Q2 | $28.2K | Hold |
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|
2023
Q1 | $27.4K | Hold |
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|
2022
Q4 | $27.7K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $25K | Buy |
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