Gradient Investments’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 | $14.3M | Sell |
82,364
-594
| -0.7% | -$103K | 0.26% | 116 |
|
|
2025
Q1 | $12.2M | Sell |
82,958
-546
| -0.7% | -$80K | 0.25% | 124 |
|
|
2024
Q4 | $14.8M | Sell |
83,504
-8,876
| -10% | -$1.57M | 0.3% | 94 |
|
|
2024
Q3 | $14.4M | Sell |
92,380
-23,542
| -20% | -$3.67M | 0.3% | 103 |
|
|
2024
Q2 | $15.5M | Sell |
115,922
-6,266
| -5% | -$835K | 0.35% | 99 |
|
|
2024
Q1 | $16.2M | Sell |
122,188
-15,356
| -11% | -$2.04M | 0.38% | 97 |
|
|
2023
Q4 | $16.4M | Sell |
137,544
-38,382
| -22% | -$4.56M | 0.4% | 91 |
|
|
2023
Q3 | $18.1M | Sell |
175,926
-5,736
| -3% | -$590K | 0.48% | 57 |
|
|
2023
Q2 | $17.5M | Sell |
181,662
-24,905
| -12% | -$2.4M | 0.45% | 61 |
|
|
2023
Q1 | $17.2M | Buy |
206,567
+4,988
| +2% | +$416K | 0.47% | 58 |
|
|
2022
Q4 | $13.8M | Sell |
201,579
-2,664
| -1% | -$182K | 0.43% | 81 |
|
|
2022
Q3 | $12.7M | Buy |
204,243
+8,045
| +4% | +$498K | 0.39% | 70 |
|
|
2022
Q2 | $11.2M | Buy |
+196,198
| New | +$11.2M | 0.33% | 91 |
|