UFPG
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United Financial Planning Group’s Ares Capital ARCC Stock Holding History

United Financial Planning Group’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.59K Sell
310
-155
-33% -$3K ﹤0.01% 297
2025
Q4 		$9.41K Hold
465
– – 0.01% 210
2025
Q3 		$9.49K Buy
+465
New +$10.3K 0.01% 155

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