OneDigital Investment 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	–	Sell	-1,369	Closed	-$201K	–	1450
2025 Q1	$201K	Buy	1,369 +174	+15%	+$25.5K	﹤0.01%	1331
2024 Q4	$212K	Sell	1,195 -378	-24%	-$66.9K	﹤0.01%	1307
2024 Q3	$245K	Sell	1,573 -57	-3%	-$8.88K	﹤0.01%	1260
2024 Q2	$217K	Buy	+1,630	New	+$217K	﹤0.01%	1252