Sequoia 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 | $614K | Buy |
3,547
+435
| +14% | +$75.3K | ﹤0.01% | 895 |
|
|
2025
Q1 | $456K | Buy |
3,112
+127
| +4% | +$18.6K | ﹤0.01% | 882 |
|
|
2024
Q4 | $529K | Buy |
2,985
+425
| +17% | +$75.2K | 0.01% | 776 |
|
|
2024
Q3 | $399K | Buy |
2,560
+95
| +4% | +$14.8K | ﹤0.01% | 838 |
|
|
2024
Q2 | $329K | Buy |
2,465
+169
| +7% | +$22.5K | ﹤0.01% | 847 |
|
|
2024
Q1 | $305K | Buy |
2,296
+64
| +3% | +$8.51K | ﹤0.01% | 849 |
|
|
2023
Q4 | $265K | Sell |
2,232
-14
| -0.6% | -$1.67K | ﹤0.01% | 977 |
|
|
2023
Q3 | $231K | Buy |
+2,246
| New | +$231K | ﹤0.01% | 795 |
|