Sequoia Financial 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 | $222K | Buy |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $383K | Sell |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.05M | Buy |
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|
2019
Q4 | $1.57M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $216K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $383K | Buy |
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|
2016
Q3 | $256K | Sell |
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|
2016
Q2 | $247K | Buy |
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