Personal CFO Solutions’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 | $648K | Sell |
3,742
-85
| -2% | -$14.7K | 0.12% | 182 |
|
|
2025
Q1 | $561K | Sell |
3,827
-127
| -3% | -$18.6K | 0.11% | 193 |
|
|
2024
Q4 | $700K | Sell |
3,954
-394
| -9% | -$69.8K | 0.14% | 160 |
|
|
2024
Q3 | $678K | Buy |
4,348
+21
| +0.5% | +$3.27K | 0.09% | 204 |
|
|
2024
Q2 | $577K | Buy |
4,327
+700
| +19% | +$93.3K | 0.09% | 223 |
|
|
2024
Q1 | $482K | Buy |
3,627
+9
| +0.2% | +$1.2K | 0.08% | 263 |
|
|
2023
Q4 | $430K | Buy |
3,618
+9
| +0.2% | +$1.07K | 0.07% | 268 |
|
|
2023
Q3 | $371K | Sell |
3,609
-53
| -1% | -$5.45K | 0.07% | 269 |
|
|
2023
Q2 | $353K | Buy |
3,662
+29
| +0.8% | +$2.79K | 0.07% | 294 |
|
|
2023
Q1 | $303K | Buy |
3,633
+195
| +6% | +$16.3K | 0.06% | 309 |
|
|
2022
Q4 | $235K | Sell |
3,438
-18
| -0.5% | -$1.23K | 0.05% | 371 |
|
|
2022
Q3 | $214K | Buy |
+3,456
| New | +$214K | 0.05% | 354 |
|
|
2022
Q2 | – | Sell |
-3,625
| Closed | -$294K | – | 436 |
|
|
2022
Q1 | $294K | Sell |
3,625
-620
| -15% | -$50.3K | 0.06% | 333 |
|
|
2021
Q4 | $345K | Buy |
4,245
+280
| +7% | +$22.8K | 0.06% | 282 |
|
|
2021
Q3 | $293K | Sell |
3,965
-275
| -6% | -$20.3K | 0.06% | 293 |
|
|
2021
Q2 | $270K | Buy |
4,240
+636
| +18% | +$40.5K | 0.06% | 322 |
|
|
2021
Q1 | $202K | Buy |
+3,604
| New | +$202K | 0.04% | 383 |
|