Prospera Financial Services’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 | Sell |
4,524
-172
| -4% | -$29.8K | 0.01% | 740 |
|
|
2025
Q1 | $689K | Sell |
4,696
-366
| -7% | -$53.7K | 0.02% | 673 |
|
|
2024
Q4 | $897K | Buy |
5,062
+30
| +0.6% | +$5.31K | 0.02% | 578 |
|
|
2024
Q3 | $784K | Sell |
5,032
-25
| -0.5% | -$3.9K | 0.02% | 575 |
|
|
2024
Q2 | $674K | Sell |
5,057
-79
| -2% | -$10.5K | 0.02% | 608 |
|
|
2024
Q1 | $684K | Buy |
5,136
+15
| +0.3% | +$2K | 0.02% | 606 |
|
|
2023
Q4 | $609K | Buy |
5,121
+184
| +4% | +$21.9K | 0.02% | 597 |
|
|
2023
Q3 | $508K | Buy |
4,937
+49
| +1% | +$5.04K | 0.02% | 610 |
|
|
2023
Q2 | $471K | Buy |
+4,888
| New | +$471K | 0.02% | 637 |
|
|
2022
Q2 | – | Sell |
-60
| Closed | -$5K | – | 1657 |
|
|
2022
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 2245 |
|