EverSource Wealth 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 | $369K | Sell |
2,128
-37
| -2% | -$6.41K | 0.02% | 573 |
|
|
2025
Q1 | $317K | Sell |
2,165
-3
| -0.1% | -$440 | 0.02% | 505 |
|
|
2024
Q4 | $384K | Buy |
2,168
+70
| +3% | +$12.4K | 0.02% | 438 |
|
|
2024
Q3 | $327K | Sell |
2,098
-85
| -4% | -$13.2K | 0.02% | 425 |
|
|
2024
Q2 | $334K | Buy |
2,183
+510
| +30% | +$78.1K | 0.02% | 414 |
|
|
2024
Q1 | $223K | Sell |
1,673
-178
| -10% | -$23.7K | 0.02% | 454 |
|
|
2023
Q4 | $220K | Hold |
1,851
| – | – | 0.02% | 412 |
|
|
2023
Q3 | $190K | Hold |
1,851
| – | – | 0.02% | 408 |
|
|
2023
Q2 | $178K | Sell |
1,851
-19
| -1% | -$1.83K | 0.02% | 422 |
|
|
2023
Q1 | $156K | Hold |
1,870
| – | – | 0.02% | 423 |
|
|
2022
Q4 | $128K | Buy |
1,870
+1,817
| +3,428% | +$124K | 0.02% | 441 |
|
|
2022
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1503 |
|