Kestra 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 | $1.52M | Buy |
8,771
+459
| +6% | +$79.5K | 0.01% | 1226 |
|
|
2025
Q1 | $1.22M | Buy |
8,312
+1,885
| +29% | +$276K | 0.01% | 1271 |
|
|
2024
Q4 | $1.14M | Sell |
6,427
-1,985
| -24% | -$351K | 0.01% | 1334 |
|
|
2024
Q3 | $1.31M | Buy |
8,412
+554
| +7% | +$86.3K | 0.01% | 1168 |
|
|
2024
Q2 | $1.05M | Sell |
7,858
-174
| -2% | -$23.2K | 0.01% | 1292 |
|
|
2024
Q1 | $1.07M | Sell |
8,032
-714
| -8% | -$94.9K | 0.01% | 1194 |
|
|
2023
Q4 | $1.04M | Buy |
8,746
+305
| +4% | +$36.3K | 0.01% | 1098 |
|
|
2023
Q3 | $868K | Sell |
8,441
-448
| -5% | -$46.1K | 0.01% | 1062 |
|
|
2023
Q2 | $856K | Buy |
8,889
+220
| +3% | +$21.2K | 0.01% | 1055 |
|
|
2023
Q1 | $723K | Sell |
8,669
-13,901
| -62% | -$1.16M | 0.01% | 1094 |
|
|
2022
Q4 | $1.54M | Buy |
22,570
+9,276
| +70% | +$635K | 0.01% | 861 |
|
|
2022
Q3 | $824K | Sell |
13,294
-862
| -6% | -$53.4K | 0.01% | 1057 |
|
|
2022
Q2 | $805K | Buy |
14,156
+1,494
| +12% | +$85K | 0.01% | 1081 |
|
|
2022
Q1 | $1.03M | Buy |
12,662
+10,080
| +390% | +$819K | 0.01% | 943 |
|
|
2021
Q4 | $210K | Buy |
+2,582
| New | +$210K | ﹤0.01% | 1846 |
|