Jackson Wealth Management’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 | $7.35M | Sell |
42,431
-305
| -0.7% | -$52.8K | 0.8% | 35 |
|
|
2025
Q1 | $6.27M | Sell |
42,736
-560
| -1% | -$82.1K | 0.76% | 37 |
|
|
2024
Q4 | $7.67M | Sell |
43,296
-234
| -0.5% | -$41.4K | 0.87% | 31 |
|
|
2024
Q3 | $6.78M | Buy |
43,530
+19,015
| +78% | +$2.96M | 0.81% | 35 |
|
|
2024
Q2 | $3.27M | Sell |
24,515
-19,246
| -44% | -$2.56M | 0.7% | 40 |
|
|
2024
Q1 | $5.82M | Buy |
43,761
+253
| +0.6% | +$33.6K | 0.73% | 35 |
|
|
2023
Q4 | $5.17M | Sell |
43,508
-120
| -0.3% | -$14.3K | 0.68% | 35 |
|
|
2023
Q3 | $4.49M | Buy |
43,628
+804
| +2% | +$82.7K | 0.64% | 37 |
|
|
2023
Q2 | $4.13M | Buy |
+42,824
| New | +$4.13M | 0.61% | 38 |
|
|
2023
Q1 | – | Sell |
-43,086
| Closed | -$2.95M | – | 134 |
|
|
2022
Q4 | $2.95M | Sell |
43,086
-1,798
| -4% | -$123K | 1.08% | 31 |
|
|
2022
Q3 | $2.78M | Buy |
44,884
+24,068
| +116% | +$1.49M | 0.55% | 44 |
|
|
2022
Q2 | $1.18M | Sell |
20,816
-28,065
| -57% | -$1.6M | 0.55% | 44 |
|
|
2022
Q1 | $3.97M | Sell |
48,881
-199
| -0.4% | -$16.2K | 0.55% | 45 |
|
|
2021
Q4 | $3.99M | Buy |
49,080
+119
| +0.2% | +$9.67K | 0.5% | 60 |
|
|
2021
Q3 | $18K | Buy |
48,961
+2,441
| +5% | +$897 | 0.22% | 60 |
|
|
2021
Q2 | $2.96M | Buy |
46,520
+470
| +1% | +$29.9K | 0.37% | 68 |
|
|
2021
Q1 | $2.58M | Buy |
46,050
+442
| +1% | +$24.8K | 0.39% | 69 |
|
|
2020
Q4 | $2.15M | Buy |
+45,608
| New | +$2.15M | 0.29% | 77 |
|