Strategic Wealth Partners’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+52,858
| New | +$1.16M | 0.09% | 144 |
|
|
2024
Q4 | $1.23M | Sell |
53,149
-1,793
| -3% | -$41.4K | 0.1% | 133 |
|
|
2024
Q3 | $1.15M | Buy |
54,942
+1,743
| +3% | +$36.5K | 0.11% | 135 |
|
|
2024
Q2 | $1.11M | Buy |
53,199
+1,314
| +3% | +$27.4K | 0.12% | 126 |
|
|
2024
Q1 | $1.08M | Hold |
51,885
| – | – | 0.12% | 127 |
|
|
2023
Q4 | $1.04M | Buy |
51,885
+50
| +0.1% | +$1K | 0.13% | 126 |
|
|
2023
Q3 | $1.01M | Buy |
51,835
+3,933
| +8% | +$76.6K | 0.13% | 153 |
|
|
2023
Q2 | $900K | Buy |
+47,902
| New | +$900K | 0.12% | 158 |
|