NewEdge 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 | $7.82M | Sell |
45,179
-19,792
| -30% | -$3.43M | 0.04% | 428 |
|
|
2025
Q1 | $9.53M | Buy |
64,971
+30,144
| +87% | +$4.42M | 0.06% | 338 |
|
|
2024
Q4 | $6.17M | Buy |
34,827
+1,706
| +5% | +$302K | 0.04% | 429 |
|
|
2024
Q3 | $5.16M | Buy |
33,121
+1,827
| +6% | +$285K | 0.03% | 461 |
|
|
2024
Q2 | $4.17M | Buy |
31,294
+1,403
| +5% | +$187K | 0.03% | 507 |
|
|
2024
Q1 | $3.97M | Buy |
29,891
+1,211
| +4% | +$161K | 0.03% | 459 |
|
|
2023
Q4 | $3.4M | Buy |
28,680
+1,491
| +5% | +$177K | 0.03% | 465 |
|
|
2023
Q3 | $2.8M | Buy |
27,189
+4,448
| +20% | +$458K | 0.03% | 479 |
|
|
2023
Q2 | $2.19M | Buy |
22,741
+4,055
| +22% | +$391K | 0.02% | 559 |
|
|
2023
Q1 | $1.56M | Buy |
18,686
+18,652
| +54,859% | +$1.56M | 0.02% | 612 |
|
|
2022
Q4 | $1.71K | Buy |
+34
| New | +$1.71K | ﹤0.01% | 2883 |
|
|
2022
Q1 | – | Sell |
-10,712
| Closed | -$871K | – | 1174 |
|
|
2021
Q4 | $871K | Buy |
10,712
+1,453
| +16% | +$118K | 0.01% | 800 |
|
|
2021
Q3 | $684K | Buy |
+9,259
| New | +$684K | 0.02% | 662 |
|