Optimum 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
Q3 | $342K | Hold |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $269K | Buy |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $243K | Sell |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $343K | Sell |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $1.48M | Sell |
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|
2018
Q2 | $1.44M | Sell |
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|
2018
Q1 | $1.4M | Hold |
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|
2017
Q4 | $1.39M | Buy |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.45M | Buy |
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|
2017
Q1 | $1.53M | Buy |
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|
2016
Q4 | $1.46M | Sell |
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|
2016
Q3 | $1.38M | Sell |
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|
2016
Q2 | $1.27M | Sell |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $1.25M | Sell |
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|
2015
Q3 | $1.27M | Buy |
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|
2015
Q1 | $1.56M | Sell |
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|
2014
Q4 | $1.42M | Buy |
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|
2014
Q3 | $1.47M | Sell |
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|
2014
Q2 | $1.64M | Buy |
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|
2014
Q1 | $1.35M | Sell |
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|
2013
Q4 | $1.37M | Hold |
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|
2013
Q3 | $1.33M | Buy |
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