OBWG
Onyx Bridge Wealth Group’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
45,468
-1,161
| -2% | -$25.5K | 0.13% | 121 |
|
|
2025
Q1 | $1.03M | Buy |
46,629
+1,281
| +3% | +$28.4K | 0.15% | 101 |
|
|
2024
Q4 | $993K | Buy |
45,348
+1,739
| +4% | +$38.1K | 0.14% | 100 |
|
|
2024
Q3 | $913K | Buy |
43,609
+531
| +1% | +$11.1K | 0.14% | 108 |
|
|
2024
Q2 | $898K | Buy |
43,078
+319
| +0.7% | +$6.65K | 0.15% | 102 |
|
|
2024
Q1 | $889K | Sell |
42,759
-18
| -0% | -$374 | 0.16% | 100 |
|
|
2023
Q4 | $857K | Buy |
42,777
+980
| +2% | +$19.6K | 0.17% | 91 |
|
|
2023
Q3 | $814K | Buy |
41,797
+2,407
| +6% | +$46.9K | 0.19% | 82 |
|
|
2023
Q2 | $740K | Buy |
39,390
+1,965
| +5% | +$36.9K | 0.18% | 100 |
|
|
2023
Q1 | $684K | Buy |
37,425
+4,084
| +12% | +$74.6K | 0.27% | 65 |
|
|
2022
Q4 | $617K | Buy |
33,341
+1,241
| +4% | +$23K | 0.25% | 59 |
|
|
2022
Q3 | $557K | Buy |
32,100
+1,823
| +6% | +$31.6K | 0.25% | 68 |
|
|
2022
Q2 | $586K | Buy |
30,277
+2,146
| +8% | +$41.5K | 0.26% | 53 |
|
|
2022
Q1 | $585K | Buy |
28,131
+2,012
| +8% | +$41.8K | 0.22% | 57 |
|
|
2021
Q4 | $549K | Sell |
26,119
-2,707
| -9% | -$56.9K | 0.19% | 68 |
|
|
2021
Q3 | $606K | Buy |
28,826
+4,962
| +21% | +$104K | 0.23% | 55 |
|
|
2021
Q2 | $476K | Buy |
23,864
+1,230
| +5% | +$24.5K | 0.21% | 53 |
|
|
2021
Q1 | $423K | Buy |
22,634
+282
| +1% | +$5.27K | 0.21% | 52 |
|
|
2020
Q4 | $378K | Buy |
+22,352
| New | +$378K | 0.25% | 45 |
|