OneDigital Investment Advisors’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
Q2 | $438K | Sell |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q4 | $345K | Buy |
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|
2019
Q3 | $191K | Buy |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $170K | Sell |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $208K | Buy |
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|
2018
Q1 | $192K | Hold |
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|
2017
Q4 | $189K | Buy |
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|
2017
Q3 | $30K | Sell |
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|
2017
Q2 | $197K | Buy |
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