United Capital 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
Q2 | $531K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $887K | Buy |
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|
2023
Q2 | $837K | Sell |
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|
2023
Q1 | $888K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $3.16M | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $3.07M | Buy |
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|
2019
Q3 | $3.02M | Buy |
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|
2019
Q2 | $2.79M | Buy |
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|
2019
Q1 | $2.16M | Buy |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.09M | Buy |
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