Dynamic Advisor Solutions’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
44,743
+384
| +0.9% | +$66.5K | 0.24% | 98 |
|
|
2025
Q1 | $6.5M | Sell |
44,359
-827
| -2% | -$121K | 0.21% | 112 |
|
|
2024
Q4 | $8M | Sell |
45,186
-1,562
| -3% | -$277K | 0.35% | 68 |
|
|
2024
Q3 | $7.29M | Sell |
46,748
-220
| -0.5% | -$34.3K | 0.22% | 112 |
|
|
2024
Q2 | $6.26M | Sell |
46,968
-329
| -0.7% | -$43.8K | 0.2% | 125 |
|
|
2024
Q1 | $6.29M | Buy |
47,297
+1,664
| +4% | +$221K | 0.21% | 126 |
|
|
2023
Q4 | $5.34M | Buy |
45,633
+41,760
| +1,078% | +$4.89M | 0.2% | 147 |
|
|
2023
Q3 | $398K | Sell |
3,873
-203
| -5% | -$20.9K | 0.02% | 576 |
|
|
2023
Q2 | $393K | Buy |
+4,076
| New | +$393K | 0.02% | 565 |
|
|
2020
Q3 | – | Sell |
-5,303
| Closed | -$211K | – | 586 |
|
|
2020
Q2 | $211K | Buy |
+5,303
| New | +$211K | 0.03% | 467 |
|