SFPG
Stonebridge Financial Planning Group’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
90,494
+2,345
| +3% | +$51.5K | 0.83% | 37 |
|
|
2025
Q1 | $1.95M | Buy |
88,149
+1,288
| +1% | +$28.5K | 0.89% | 35 |
|
|
2024
Q4 | $1.9M | Buy |
86,861
+86
| +0.1% | +$1.88K | 0.85% | 36 |
|
|
2024
Q3 | $1.82M | Buy |
86,775
+2,070
| +2% | +$43.3K | 0.87% | 36 |
|
|
2024
Q2 | $1.77M | Sell |
84,705
-644
| -0.8% | -$13.4K | 0.89% | 33 |
|
|
2024
Q1 | $1.78M | Buy |
85,349
+56
| +0.1% | +$1.17K | 0.94% | 32 |
|
|
2023
Q4 | $1.71M | Buy |
85,293
+829
| +1% | +$16.6K | 0.98% | 26 |
|
|
2023
Q3 | $1.64M | Sell |
84,464
-1,468
| -2% | -$28.6K | 1.05% | 29 |
|
|
2023
Q2 | $1.61M | Buy |
85,932
+1,782
| +2% | +$33.5K | 0.98% | 30 |
|
|
2023
Q1 | $1.54M | Sell |
84,150
-567
| -0.7% | -$10.4K | 0.99% | 28 |
|
|
2022
Q4 | $1.56M | Buy |
84,717
+33
| +0% | +$610 | 1.04% | 29 |
|
|
2022
Q3 | $1.43M | Buy |
84,684
+2,881
| +4% | +$48.6K | 1% | 32 |
|
|
2022
Q2 | $1.47M | Buy |
81,803
+686
| +0.8% | +$12.3K | 1% | 29 |
|
|
2022
Q1 | $1.7M | Sell |
81,117
-137
| -0.2% | -$2.87K | 0.95% | 33 |
|
|
2021
Q4 | $1.76M | Buy |
81,254
+57
| +0.1% | +$1.23K | 0.92% | 32 |
|
|
2021
Q3 | $1.71M | Sell |
81,197
-4,138
| -5% | -$87K | 0.84% | 33 |
|
|
2021
Q2 | $1.71M | Buy |
85,335
+679
| +0.8% | +$13.6K | 0.91% | 30 |
|
|
2021
Q1 | $1.64M | Buy |
84,656
+1,109
| +1% | +$21.5K | 0.96% | 30 |
|
|
2020
Q4 | $1.41M | Buy |
83,547
+2,687
| +3% | +$45.4K | 0.89% | 33 |
|
|
2020
Q3 | $1.13M | Sell |
80,860
-801
| -1% | -$11.2K | 0.81% | 36 |
|
|
2020
Q2 | $1.18M | Buy |
81,661
+1,446
| +2% | +$20.9K | 1.01% | 29 |
|
|
2020
Q1 | $942K | Sell |
80,215
-3,665
| -4% | -$43K | 0.94% | 30 |
|
|
2019
Q4 | $1.56M | Buy |
+83,880
| New | +$1.56M | 1.41% | 23 |
|