B. Riley 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 | $291K | Buy |
+1,680
| New | +$291K | 0.01% | 713 |
|
|
2024
Q4 | $289K | Sell |
1,630
-492
| -23% | -$87.1K | 0.01% | 879 |
|
|
2024
Q3 | $331K | Buy |
2,122
+258
| +14% | +$40.3K | 0.01% | 904 |
|
|
2024
Q2 | $248K | Sell |
1,864
-1,672
| -47% | -$223K | 0.01% | 1116 |
|
|
2024
Q1 | $364K | Buy |
3,536
+1,639
| +86% | +$169K | 0.01% | 952 |
|
|
2023
Q4 | $226K | Sell |
1,897
-1,639
| -46% | -$195K | 0.01% | 1197 |
|
|
2023
Q3 | $364K | Buy |
3,536
+1,105
| +45% | +$114K | 0.01% | 952 |
|
|
2023
Q2 | $234K | Sell |
2,431
-532
| -18% | -$51.3K | 0.01% | 1266 |
|
|
2023
Q1 | $247K | Buy |
+2,963
| New | +$247K | 0.01% | 1173 |
|
|
2021
Q2 | – | Sell |
-9,636
| Closed | -$540K | – | 1373 |
|
|
2021
Q1 | $540K | Buy |
+9,636
| New | +$540K | 0.02% | 698 |
|