Brown Financial 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	$506K	Sell	2,923 -76	-3%	-$13.2K	0.2%	105
2025 Q1	$440K	Buy	2,999 +187	+7%	+$27.4K	0.18%	116
2024 Q4	$498K	Sell	2,812 -276	-9%	-$48.9K	0.2%	91
2024 Q3	$481K	Sell	3,088 -2,098	-40%	-$327K	0.2%	106
2024 Q2	$691K	Buy	+5,186	New	+$691K	0.31%	107