Everhart 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 | $914K | Sell |
5,278
-284
| -5% | -$49.2K | 0.11% | 128 |
|
|
2025
Q1 | $815K | Buy |
5,562
+100
| +2% | +$14.7K | 0.11% | 134 |
|
|
2024
Q4 | $967K | Buy |
5,462
+322
| +6% | +$57K | 0.2% | 101 |
|
|
2024
Q3 | $801K | Buy |
5,140
+803
| +19% | +$125K | 0.18% | 129 |
|
|
2024
Q2 | $578K | Buy |
4,337
+751
| +21% | +$100K | 0.15% | 142 |
|
|
2024
Q1 | $477K | Buy |
3,586
+467
| +15% | +$62.1K | 0.14% | 153 |
|
|
2023
Q4 | $371K | Buy |
3,119
+338
| +12% | +$40.2K | 0.13% | 145 |
|
|
2023
Q3 | $286K | Buy |
2,781
+233
| +9% | +$24K | 0.12% | 157 |
|
|
2023
Q2 | $246K | Buy |
+2,548
| New | +$246K | 0.1% | 178 |
|