Insigneo Advisory Services’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 | $259K | Buy |
1,498
+131
| +10% | +$22.7K | 0.02% | 492 |
|
|
2025
Q1 | $200K | Buy |
1,367
+63
| +5% | +$9.24K | 0.02% | 526 |
|
|
2024
Q4 | $231K | Hold |
1,304
| – | – | 0.02% | 488 |
|
|
2024
Q3 | $203K | Buy |
+1,304
| New | +$203K | 0.02% | 550 |
|
|
2024
Q1 | – | Sell |
-1,910
| Closed | -$227K | – | 487 |
|
|
2023
Q4 | $227K | Sell |
1,910
-86
| -4% | -$10.2K | 0.03% | 398 |
|
|
2023
Q3 | $205K | Buy |
+1,996
| New | +$205K | 0.04% | 363 |
|
|
2023
Q2 | – | Sell |
-2,580
| Closed | -$215K | – | 341 |
|
|
2023
Q1 | $215K | Sell |
2,580
-424
| -14% | -$35.4K | 0.07% | 252 |
|
|
2022
Q4 | $206K | Buy |
+3,004
| New | +$206K | 0.08% | 242 |
|