Clearstead 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 | $672K | Buy |
3,882
+1,171
| +43% | +$203K | 0.01% | 524 |
|
|
2025
Q1 | $397K | Buy |
2,711
+1,459
| +117% | +$214K | 0.01% | 636 |
|
|
2024
Q4 | $222K | Buy |
1,252
+1,245
| +17,786% | +$220K | ﹤0.01% | 819 |
|
|
2024
Q3 | $1.1K | Sell |
7
-93
| -93% | -$14.6K | ﹤0.01% | 1901 |
|
|
2024
Q2 | $13.3K | Hold |
100
| – | – | ﹤0.01% | 1479 |
|
|
2024
Q1 | $14K | Sell |
100
-40
| -29% | -$5.61K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $16.6K | Buy |
140
+60
| +75% | +$7.14K | ﹤0.01% | 972 |
|
|
2023
Q3 | $8.23K | Buy |
+80
| New | +$8.23K | ﹤0.01% | 1146 |
|
|
2023
Q2 | – | Sell |
-810
| Closed | -$67.6K | – | 1379 |
|
|
2023
Q1 | $67.6K | Buy |
+810
| New | +$67.6K | ﹤0.01% | 593 |
|
|
2022
Q4 | – | Sell |
-402
| Closed | -$25K | – | 1313 |
|
|
2022
Q3 | $25K | Sell |
402
-4
| -1% | -$249 | ﹤0.01% | 729 |
|
|
2022
Q2 | $23K | Buy |
+406
| New | +$23K | ﹤0.01% | 761 |
|