Bell Investment 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 | $7.28K | Buy |
42
+8
| +24% | +$1.39K | ﹤0.01% | 807 |
|
|
2025
Q1 | $4.99K | Hold |
34
| – | – | ﹤0.01% | 913 |
|
|
2024
Q4 | $6.02K | Hold |
34
| – | – | ﹤0.01% | 842 |
|
|
2024
Q3 | $5.3K | Buy |
34
+3
| +10% | +$468 | ﹤0.01% | 902 |
|
|
2024
Q2 | $4.13K | Hold |
31
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q1 | $4.12K | Hold |
31
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q4 | $3.69K | Sell |
31
-2
| -6% | -$238 | ﹤0.01% | 1043 |
|
|
2023
Q3 | $3.4K | Sell |
33
-12
| -27% | -$1.24K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $4.34K | Buy |
45
+12
| +36% | +$1.16K | ﹤0.01% | 894 |
|
|
2023
Q1 | $2.75K | Hold |
33
| – | – | ﹤0.01% | 1089 |
|
|
2022
Q4 | $2.26K | Hold |
33
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q3 | $2K | Buy |
33
+16
| +94% | +$970 | ﹤0.01% | 1035 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1321 |
|
|
2021
Q4 | $9K | Buy |
114
+66
| +138% | +$5.21K | ﹤0.01% | 510 |
|
|
2021
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 768 |
|