Stonebridge Financial Planning Group’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
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.82M | Buy |
|
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|
2024
Q2 | $1.77M | Sell |
|
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|
2024
Q1 | $1.78M | Buy |
|
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|
2023
Q4 | $1.71M | Buy |
|
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|
2023
Q3 | $1.64M | Sell |
|
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|
2023
Q2 | $1.61M | Buy |
|
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|
2023
Q1 | $1.54M | Sell |
|
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|
2022
Q4 | $1.56M | Buy |
|
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|
2022
Q3 | $1.43M | Buy |
|
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|
2022
Q2 | $1.47M | Buy |
|
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|
2022
Q1 | $1.7M | Sell |
|
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|
2021
Q4 | $1.76M | Buy |
|
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|
2021
Q3 | $1.71M | Sell |
|
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|
2021
Q2 | $1.71M | Buy |
|
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|
2021
Q1 | $1.64M | Buy |
|
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|
2020
Q4 | $1.41M | Buy |
|
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|
2020
Q3 | $1.13M | Sell |
|
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $942K | Sell |
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|
2019
Q4 | $1.56M | Buy |
|