Jones Financial Companies’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 | $2.11M | Buy |
12,193
+1,326
| +12% | +$230K | ﹤0.01% | 739 |
|
|
2025
Q1 | $1.57M | Buy |
10,867
+3,438
| +46% | +$498K | ﹤0.01% | 721 |
|
|
2024
Q4 | $1.32M | Buy |
7,429
+2,070
| +39% | +$366K | ﹤0.01% | 673 |
|
|
2024
Q3 | $841K | Buy |
5,359
+3,005
| +128% | +$472K | ﹤0.01% | 654 |
|
|
2024
Q2 | $314K | Buy |
+2,354
| New | +$314K | ﹤0.01% | 678 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$2K | – | 580 |
|
|
2022
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 593 |
|