IFP 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 | $444K | Buy |
2,553
+565
| +28% | +$98.4K | 0.01% | 884 |
|
|
2025
Q1 | $291K | Buy |
1,988
+1,122
| +130% | +$164K | 0.01% | 992 |
|
|
2024
Q4 | $153K | Buy |
866
+329
| +61% | +$58.2K | 0.01% | 1268 |
|
|
2024
Q3 | $83.6K | Sell |
537
-1,761
| -77% | -$274K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $306K | Sell |
2,298
-46
| -2% | -$6.13K | 0.01% | 828 |
|
|
2024
Q1 | $312K | Buy |
2,344
+4
| +0.2% | +$532 | 0.01% | 783 |
|
|
2023
Q4 | $278K | Sell |
2,340
-123
| -5% | -$14.6K | 0.01% | 804 |
|
|
2023
Q3 | $253K | Buy |
2,463
+3
| +0.1% | +$309 | 0.01% | 858 |
|
|
2023
Q2 | $237K | Buy |
2,460
+275
| +13% | +$26.5K | 0.01% | 944 |
|
|
2023
Q1 | $49.9K | Sell |
2,185
-456
| -17% | -$10.4K | ﹤0.01% | 1578 |
|
|
2022
Q4 | $72K | Sell |
2,641
-128
| -5% | -$3.49K | ﹤0.01% | 1973 |
|
|
2022
Q3 | $80K | Buy |
2,769
+81
| +3% | +$2.34K | ﹤0.01% | 2010 |
|
|
2022
Q2 | $75K | Hold |
2,688
| – | – | ﹤0.01% | 1882 |
|
|
2022
Q1 | $75K | Buy |
2,688
+216
| +9% | +$6.03K | ﹤0.01% | 1882 |
|
|
2021
Q4 | $193K | Buy |
2,472
+1,909
| +339% | +$149K | ﹤0.01% | 946 |
|
|
2021
Q3 | $36K | Sell |
563
-296
| -34% | -$18.9K | ﹤0.01% | 1660 |
|
|
2021
Q2 | $51K | Buy |
859
+75
| +10% | +$4.45K | ﹤0.01% | 1510 |
|
|
2021
Q1 | $40K | Buy |
784
+83
| +12% | +$4.24K | ﹤0.01% | 1546 |
|
|
2020
Q4 | $32K | Sell |
701
-348
| -33% | -$15.9K | ﹤0.01% | 1608 |
|
|
2020
Q3 | $40K | Buy |
1,049
+10
| +1% | +$381 | ﹤0.01% | 1367 |
|
|
2020
Q2 | $38K | Buy |
1,039
+77
| +8% | +$2.82K | ﹤0.01% | 1323 |
|
|
2020
Q1 | $26K | Buy |
962
+877
| +1,032% | +$23.7K | ﹤0.01% | 1381 |
|
|
2019
Q4 | $3K | Sell |
85
-22
| -21% | -$776 | ﹤0.01% | 2330 |
|
|
2019
Q3 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 2494 |
|
|
2019
Q1 | – | Sell |
-202
| Closed | -$4K | – | 2403 |
|
|
2018
Q4 | $4K | Buy |
202
+20
| +11% | +$396 | ﹤0.01% | 2862 |
|
|
2018
Q3 | $4K | Buy |
+182
| New | +$4K | ﹤0.01% | 3229 |
|