Plante Moran Financial 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 | $94.7K | Sell |
547
-128
| -19% | -$22.2K | 0.01% | 244 |
|
|
2025
Q1 | $99K | Buy |
675
+325
| +93% | +$47.6K | 0.01% | 244 |
|
|
2024
Q4 | $62K | Hold |
350
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $54.5K | Hold |
350
| – | – | ﹤0.01% | 374 |
|
|
2024
Q2 | $46.6K | Buy |
+350
| New | +$46.6K | ﹤0.01% | 349 |
|
|
2022
Q3 | – | Sell |
-59
| Closed | -$3K | – | 851 |
|
|
2022
Q2 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 752 |
|