LPL Financial’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.5M | Buy |
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|
2025
Q2 | $26.2M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $20.4M | Buy |
|
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|
2024
Q3 | $15.5M | Buy |
|
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|
2024
Q2 | $8.46M | Buy |
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|
2024
Q1 | $7.27M | Buy |
|
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|
2023
Q4 | $6.35M | Buy |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $4.19M | Buy |
|
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|
2023
Q1 | $3.38M | Buy |
|
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|
2022
Q4 | $2.61M | Buy |
|
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.08M | Buy |
|
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $789K | Sell |
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|
2020
Q4 | $896K | Buy |
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|
2020
Q3 | $668K | Buy |
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|
2020
Q2 | $222K | Buy |
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