Concurrent 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 | $922K | Sell |
5,325
-3,779
| -42% | -$655K | 0.02% | 615 |
|
|
2025
Q1 | $1.33M | Buy |
9,104
+3,319
| +57% | +$487K | 0.03% | 461 |
|
|
2024
Q4 | $1.02M | Sell |
5,785
-295
| -5% | -$52.2K | 0.03% | 476 |
|
|
2024
Q3 | $948K | Buy |
6,080
+283
| +5% | +$44.1K | 0.03% | 476 |
|
|
2024
Q2 | $773K | Buy |
5,797
+704
| +14% | +$93.8K | 0.03% | 486 |
|
|
2024
Q1 | $677K | Sell |
5,093
-750
| -13% | -$99.7K | 0.03% | 467 |
|
|
2023
Q4 | $695K | Buy |
+5,843
| New | +$695K | 0.03% | 409 |
|