Fiduciary 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 | $303K | Sell |
1,752
-20
| -1% | -$3.46K | 0.03% | 243 |
|
|
2025
Q1 | $260K | Hold |
1,772
| – | – | 0.03% | 247 |
|
|
2024
Q4 | $314K | Buy |
1,772
+7
| +0.4% | +$1.24K | 0.03% | 229 |
|
|
2024
Q3 | $275K | Hold |
1,765
| – | – | 0.03% | 244 |
|
|
2024
Q2 | $235K | Hold |
1,765
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $235K | Buy |
1,765
+28
| +2% | +$3.72K | 0.03% | 248 |
|
|
2023
Q4 | $207K | Buy |
+1,737
| New | +$207K | 0.02% | 252 |
|