Lido Advisors’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 | $1.08M | Buy |
6,260
+350
| +6% | +$60.6K | ﹤0.01% | 732 |
|
2025
Q1 | $867K | Buy |
5,910
+3,364
| +132% | +$493K | ﹤0.01% | 780 |
|
2024
Q4 | $451K | Sell |
2,546
-202
| -7% | -$35.8K | ﹤0.01% | 954 |
|
2024
Q3 | $428K | Buy |
2,748
+309
| +13% | +$48.2K | ﹤0.01% | 908 |
|
2024
Q2 | $325K | Buy |
2,439
+691
| +40% | +$92.1K | ﹤0.01% | 969 |
|
2024
Q1 | $232K | Sell |
1,748
-2
| -0.1% | -$266 | ﹤0.01% | 1097 |
|
2023
Q4 | $208K | Buy |
+1,750
| New | +$208K | ﹤0.01% | 1079 |
|
2022
Q3 | – | Sell |
-3,647
| Closed | -$207K | – | 833 |
|
2022
Q2 | $207K | Sell |
3,647
-809
| -18% | -$45.9K | ﹤0.01% | 752 |
|
2022
Q1 | $361K | Sell |
4,456
-2,596
| -37% | -$210K | ﹤0.01% | 660 |
|
2021
Q4 | $573K | Buy |
7,052
+623
| +10% | +$50.6K | 0.01% | 502 |
|
2021
Q3 | $474K | Buy |
6,429
+206
| +3% | +$15.2K | 0.01% | 537 |
|
2021
Q2 | $396K | Buy |
+6,223
| New | +$396K | 0.01% | 521 |
|
2020
Q1 | – | Sell |
-28,484
| Closed | -$1.02M | – | 522 |
|
2019
Q4 | $1.02M | Buy |
28,484
+57
| +0.2% | +$2.04K | 0.04% | 231 |
|
2019
Q3 | $762K | Sell |
28,427
-1,103
| -4% | -$29.6K | 0.04% | 228 |
|
2019
Q2 | $772K | Buy |
29,530
+3,343
| +13% | +$87.4K | 0.04% | 209 |
|
2019
Q1 | $607K | Buy |
26,187
+8,415
| +47% | +$195K | 0.04% | 230 |
|
2018
Q4 | $315K | Buy |
17,772
+1,326
| +8% | +$23.5K | 0.03% | 276 |
|
2018
Q3 | $381K | Buy |
+16,446
| New | +$381K | 0.04% | 273 |
|