Oregon Pacific Wealth Management’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
$318K Sell
14,475
-593
-4% -$13K 0.3% 89
2025
Q1
$334K Buy
15,068
+389
+3% +$8.62K 0.33% 84
2024
Q4
$321K Buy
+14,679
New +$321K 0.32% 86