Allworth Financial’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $174K | Buy |
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|
2024
Q4 | $179K | Buy |
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|
2024
Q3 | $116K | Buy |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $64.4K | Buy |
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|
2023
Q4 | $56.5K | Buy |
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|
2023
Q3 | $17K | Buy |
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|
2023
Q2 | $10.8K | Buy |
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|
2023
Q1 | $8.27K | Buy |
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|
2022
Q4 | $5.2K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
|