Copley Financial Group’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
$445K Sell
2,569
-286
-10% -$49.5K 0.33% 58
2025
Q1
$419K Sell
2,855
-112
-4% -$16.4K 0.32% 73
2024
Q4
$525K Sell
2,967
-160
-5% -$28.3K 0.4% 51
2024
Q3
$487K Buy
+3,127
New +$487K 0.44% 53