Principal Securities’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 | $784K | Buy |
4,524
+908
| +25% | +$157K | 0.01% | 685 |
|
|
2025
Q1 | $640K | Hold |
3,616
| – | – | 0.01% | 690 |
|
|
2024
Q4 | $640K | Sell |
3,616
-1,607
| -31% | -$285K | 0.01% | 685 |
|
|
2024
Q3 | $814K | Buy |
5,223
+179
| +4% | +$27.9K | 0.02% | 601 |
|
|
2024
Q2 | $672K | Buy |
5,044
+130
| +3% | +$17.3K | 0.02% | 605 |
|
|
2024
Q1 | $653K | Sell |
4,914
-428
| -8% | -$56.9K | 0.02% | 570 |
|
|
2023
Q4 | $635K | Buy |
+5,342
| New | +$635K | 0.02% | 529 |
|