CAPTRUST Financial Advisors’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
2025
Q1
$876K Sell
2024
Q4
$1.44M Buy
2024
Q3
$1.1M Buy
2024
Q2
$908K Buy
2024
Q1
$869K Sell
2023
Q4
$1.43M Sell
2023
Q3
$1.36M Buy
2023
Q2
$272K Buy
2022
Q3
Sell
2022
Q2
$121K Sell
2022
Q1
$203K Sell
2021
Q4
$286K Buy
2021
Q3
$140K Buy
2021
Q2
$42K Buy
2021
Q1
$33K Buy