Valeo 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 | $620K | Sell |
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|
2025
Q1 | $665K | Hold |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $628K | Buy |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $662K | Buy |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $628K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $135K | Sell |
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|
2020
Q3 | $124K | Sell |
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|
2020
Q2 | $130K | Buy |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $14K | Sell |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $15K | Buy |
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|
2017
Q3 | $15K | Buy |
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