Arete Wealth Advisors’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 | $358K | Sell |
2,067
-163
| -7% | -$28.2K | 0.03% | 508 |
|
|
2025
Q1 | $327K | Sell |
2,230
-93
| -4% | -$13.6K | 0.03% | 501 |
|
|
2024
Q4 | $412K | Buy |
2,323
+34
| +1% | +$6.03K | 0.03% | 465 |
|
|
2024
Q3 | $355K | Sell |
2,289
-652
| -22% | -$101K | 0.03% | 474 |
|
|
2024
Q2 | $394K | Buy |
+2,941
| New | +$394K | 0.03% | 449 |
|
|
2024
Q1 | – | Sell |
-3,501
| Closed | -$416K | – | 402 |
|
|
2023
Q4 | $416K | Sell |
3,501
-395
| -10% | -$47K | 0.03% | 453 |
|
|
2023
Q3 | $401K | Buy |
+3,896
| New | +$401K | 0.07% | 279 |
|
|
2020
Q1 | – | Sell |
-6,283
| Closed | -$224K | – | 347 |
|
|
2019
Q4 | $224K | Sell |
6,283
-1,668
| -21% | -$59.5K | 0.04% | 353 |
|
|
2019
Q3 | $213K | Sell |
7,951
-1,171
| -13% | -$31.4K | 0.04% | 360 |
|
|
2019
Q2 | $239K | Sell |
9,122
-284
| -3% | -$7.44K | 0.05% | 336 |
|
|
2019
Q1 | $218K | Buy |
+9,406
| New | +$218K | 0.05% | 341 |
|