Patriot Financial Group Insurance Agency’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 | $253K | Sell |
|
|||||
|
2025
Q2 | $282K | Sell |
|
|||||
|
2025
Q1 | $299K | Buy |
|
|||||
|
2024
Q4 | $289K | Buy |
|
|||||
|
2024
Q3 | $269K | Sell |
|
|||||
|
2024
Q2 | $329K | Buy |
|
|||||
|
2024
Q1 | $320K | Sell |
|
|||||
|
2023
Q4 | $309K | Buy |
|
|||||
|
2023
Q3 | $280K | Sell |
|
|||||
|
2023
Q2 | $294K | Buy |
|
|||||
|
2023
Q1 | $253K | Buy |
|
|||||
|
2022
Q4 | $236K | Buy |
|
|||||
|
2022
Q3 | $206K | Sell |
|
|||||
|
2022
Q2 | $27K | Sell |
|
|||||
|
2022
Q1 | $281K | Buy |
|
|||||
|
2021
Q4 | $281K | Buy |
|
|||||
|
2021
Q3 | $259K | Buy |
|
|||||
|
2021
Q2 | $237K | Buy |
|
|||||
|
2021
Q1 | $222K | Buy |
|
|||||
|
2020
Q4 | $144K | Buy |
|
|||||
|
2020
Q3 | $103K | Buy |
|
|||||
|
2020
Q2 | $89K | Buy |
|
|||||
|
2020
Q1 | $13K | Buy |
|
|||||
|
2019
Q4 | $17K | Hold |
|
|||||
|
2019
Q3 | $17K | Buy |
|
|||||
|
2019
Q2 | $13K | Hold |
|
|||||
|
2019
Q1 | $12K | Hold |
|
|||||
|
2018
Q4 | $11K | Sell |
|
|||||
|
2018
Q3 | $16K | Buy |
|
|||||
|
2018
Q2 | $15K | Sell |
|
|||||
|
2018
Q1 | $26K | Buy |
|
|||||
|
2017
Q4 | $25K | Sell |
|
|||||
|
2017
Q3 | $27K | Sell |
|
|||||
|
2017
Q2 | $33K | Buy |
|
|||||
|
2017
Q1 | $26K | Sell |
|
|||||
|
2016
Q4 | $28K | Buy |
|