Kestra Private Wealth 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 | $235K | Buy |
+1,358
| New | +$235K | ﹤0.01% | 1421 |
|
|
2025
Q1 | – | Sell |
-1,234
| Closed | -$218K | – | 1506 |
|
|
2024
Q4 | $218K | Sell |
1,234
-57
| -4% | -$10.1K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $201K | Sell |
1,291
-1,904
| -60% | -$297K | ﹤0.01% | 1268 |
|
|
2024
Q2 | $426K | Sell |
3,195
-1,430
| -31% | -$191K | 0.01% | 893 |
|
|
2024
Q1 | $615K | Buy |
4,625
+136
| +3% | +$18.1K | 0.01% | 719 |
|
|
2023
Q4 | $534K | Buy |
+4,489
| New | +$534K | 0.01% | 704 |
|