Larson Financial Group’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 | $431K | Buy |
2,488
+317
| +15% | +$54.9K | 0.02% | 470 |
|
|
2025
Q1 | $318K | Buy |
2,171
+124
| +6% | +$18.2K | 0.02% | 508 |
|
|
2024
Q4 | $362K | Buy |
2,047
+8
| +0.4% | +$1.42K | 0.02% | 432 |
|
|
2024
Q3 | $318K | Buy |
2,039
+1,439
| +240% | +$224K | 0.02% | 452 |
|
|
2024
Q2 | $80K | Buy |
+600
| New | +$80K | 0.01% | 700 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$1.54K | – | 1796 |
|
|
2023
Q3 | $1.54K | Buy |
+15
| New | +$1.54K | ﹤0.01% | 1409 |
|