Bruce G. Allen Investments’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	$36.5K	Sell	211 -54	-20%	-$9.35K	0.03%	300
2025 Q1	$38.9K	Buy	265 +52	+24%	+$7.62K	0.03%	291
2024 Q4	$37.7K	Sell	213 -1	-0.5%	-$177	0.03%	299
2024 Q3	$33.4K	Buy	214 +56	+35%	+$8.73K	0.03%	326
2024 Q2	$21.1K	Buy	+158	New	+$21.1K	0.02%	361