Riverview Trust Company’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 |
-218
| Closed | -$32K | – | 248 |
|
|
2025
Q1 | $32K | Sell |
218
-6
| -3% | -$880 | 0.03% | 288 |
|
|
2024
Q4 | $39.7K | Hold |
224
| – | – | 0.04% | 257 |
|
|
2024
Q3 | $34.9K | Buy |
224
+6
| +3% | +$935 | 0.03% | 298 |
|
|
2024
Q2 | $29.1K | Hold |
218
| – | – | 0.03% | 310 |
|
|
2024
Q1 | $29K | Buy |
+218
| New | +$29K | 0.02% | 349 |
|
|
2023
Q4 | – | Sell |
-218
| Closed | -$22.4K | – | 135 |
|
|
2023
Q3 | $22.4K | Hold |
218
| – | – | 0.02% | 355 |
|
|
2023
Q2 | $21K | Hold |
218
| – | – | 0.02% | 346 |
|
|
2023
Q1 | $18.2K | Hold |
218
| – | – | 0.02% | 382 |
|
|
2022
Q4 | $15K | Hold |
218
| – | – | 0.01% | 413 |
|
|
2022
Q3 | $14K | Buy |
+218
| New | +$14K | 0.01% | 450 |
|
|
2022
Q2 | – | Sell |
-252
| Closed | -$20K | – | 715 |
|
|
2022
Q1 | $20K | Buy |
+252
| New | +$20K | 0.01% | 489 |
|