Creative Planning’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 | $5.9M | Buy |
34,036
+7,776
| +30% | +$1.35M | 0.01% | 706 |
|
|
2025
Q1 | $3.85M | Buy |
26,260
+2,602
| +11% | +$381K | ﹤0.01% | 814 |
|
|
2024
Q4 | $4.19M | Buy |
23,658
+2,701
| +13% | +$478K | ﹤0.01% | 726 |
|
|
2024
Q3 | $3.27M | Buy |
20,957
+2,532
| +14% | +$395K | ﹤0.01% | 820 |
|
|
2024
Q2 | $2.46M | Buy |
18,425
+966
| +6% | +$129K | ﹤0.01% | 900 |
|
|
2024
Q1 | $2.32M | Buy |
17,459
+4,776
| +38% | +$635K | ﹤0.01% | 909 |
|
|
2023
Q4 | $1.51M | Buy |
12,683
+6,831
| +117% | +$812K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $602K | Buy |
5,852
+2,546
| +77% | +$262K | ﹤0.01% | 1443 |
|
|
2023
Q2 | $319K | Buy |
3,306
+3,295
| +29,955% | +$317K | ﹤0.01% | 1856 |
|
|
2023
Q1 | $918 | Buy |
+11
| New | +$918 | ﹤0.01% | 2456 |
|
|
2020
Q3 | – | Sell |
-24,553
| Closed | -$975K | – | 1953 |
|
|
2020
Q2 | $975K | Buy |
24,553
+2,725
| +12% | +$108K | ﹤0.01% | 739 |
|
|
2020
Q1 | $675K | Buy |
+21,828
| New | +$675K | ﹤0.01% | 802 |
|