Laurel Wealth Advisors (North Carolina)’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 | $1.13M | Buy |
196,152
+195,222
| +20,992% | +$1.13M | 0.02% | 247 |
|
|
2025
Q1 | $136K | Hold |
930
| – | – | 0.02% | 206 |
|
|
2024
Q4 | $165K | Sell |
930
-15
| -2% | -$2.65K | 0.03% | 188 |
|
|
2024
Q3 | $147K | Sell |
945
-109
| -10% | -$17K | 0.02% | 201 |
|
|
2024
Q2 | $140K | Hold |
1,054
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $140K | Buy |
+1,054
| New | +$140K | 0.02% | 206 |
|