Oxford Financial Group’s Ares Capital ARCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,490
Closed -$230K 265
2024
Q4
$230K Buy
+10,490
New +$230K 0.01% 230
2024
Q3
Sell
-75,874
Closed -$1.58M 300
2024
Q2
$1.58M Buy
+75,874
New +$1.58M 0.1% 66