Key Financial Inc’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 | $69.3K | Hold |
400
| – | – | 0.01% | 436 |
|
|
2025
Q1 | $58.6K | Hold |
400
| – | – | 0.01% | 456 |
|
|
2024
Q4 | $70.8K | Hold |
400
| – | – | 0.02% | 421 |
|
|
2024
Q3 | $62.3K | Hold |
400
| – | – | 0.01% | 445 |
|
|
2024
Q2 | $53.3K | Buy |
+400
| New | +$53.3K | 0.01% | 458 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$3.1K | – | 1167 |
|
|
2022
Q4 | $3.1K | Hold |
50
| – | – | ﹤0.01% | 877 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 866 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 866 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 814 |
|
|
2021
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 734 |
|