Evoke Wealth’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 | – | Sell |
-1,543
| Closed | -$226K | – | 587 |
|
|
2025
Q1 | $226K | Sell |
1,543
-57
| -4% | -$8.36K | 0.01% | 395 |
|
|
2024
Q4 | $283K | Buy |
1,600
+235
| +17% | +$41.6K | 0.01% | 351 |
|
|
2024
Q3 | $213K | Buy |
+1,365
| New | +$213K | 0.01% | 385 |
|
|
2022
Q4 | – | Sell |
-470
| Closed | -$29K | – | 405 |
|
|
2022
Q3 | $29K | Hold |
470
| – | – | ﹤0.01% | 593 |
|
|
2022
Q2 | $27K | Hold |
470
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $38K | Hold |
470
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $38K | Hold |
470
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $34K | Hold |
470
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $30K | Hold |
470
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $26K | Buy |
+470
| New | +$26K | ﹤0.01% | 541 |
|