Farther Finance 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 | $967K | Sell |
5,585
-426
| -7% | -$73.8K | 0.02% | 597 |
|
2025
Q1 | $898K | Buy |
6,011
+5
| +0.1% | +$747 | 0.02% | 552 |
|
2024
Q4 | $1.06M | Buy |
6,006
+400
| +7% | +$70.8K | 0.04% | 355 |
|
2024
Q3 | $874K | Buy |
5,606
+1,042
| +23% | +$162K | 0.03% | 390 |
|
2024
Q2 | $622K | Sell |
4,564
-168
| -4% | -$22.9K | 0.03% | 408 |
|
2024
Q1 | $626K | Sell |
4,732
-8,762
| -65% | -$1.16M | 0.04% | 341 |
|
2023
Q4 | $1.6M | Buy |
13,494
+11,222
| +494% | +$1.33M | 0.12% | 163 |
|
2023
Q3 | $234K | Buy |
2,272
+2,259
| +17,377% | +$232K | 0.04% | 350 |
|
2023
Q2 | $1.25K | Hold |
13
| – | – | ﹤0.01% | 1903 |
|
2023
Q1 | $1.09K | Hold |
13
| – | – | ﹤0.01% | 1824 |
|
2022
Q4 | $890 | Buy |
+13
| New | +$890 | ﹤0.01% | 1679 |
|