Alliance Wealth Advisors (Utah)’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
27,376
+649
| +2% | +$112K | 1.14% | 15 |
|
|
2025
Q1 | $3.92M | Buy |
26,727
+237
| +0.9% | +$34.7K | 1.02% | 23 |
|
|
2024
Q4 | $4.69M | Buy |
26,490
+389
| +1% | +$68.9K | 1.21% | 15 |
|
|
2024
Q3 | $4.07M | Buy |
26,101
+1,126
| +5% | +$175K | 1.07% | 24 |
|
|
2024
Q2 | $3.33M | Buy |
24,975
+732
| +3% | +$97.6K | 0.98% | 32 |
|
|
2024
Q1 | $3.22M | Sell |
24,243
-4,678
| -16% | -$622K | 0.96% | 29 |
|
|
2023
Q4 | $3.44M | Buy |
28,921
+534
| +2% | +$63.5K | 1.16% | 21 |
|
|
2023
Q3 | $2.92M | Buy |
28,387
+1,012
| +4% | +$104K | 1.08% | 23 |
|
|
2023
Q2 | $2.64M | Buy |
27,375
+726
| +3% | +$69.9K | 0.98% | 28 |
|
|
2023
Q1 | $2.22M | Buy |
26,649
+292
| +1% | +$24.4K | 0.89% | 32 |
|
|
2022
Q4 | $1.8M | Buy |
+26,357
| New | +$1.8M | 0.81% | 39 |
|