Sheaff Brock Investment 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
Q1 | $512K | Buy |
3,489
+2,336
| +203% | +$342K | 0.05% | 249 |
|
|
2024
Q4 | $204K | Buy |
+1,153
| New | +$204K | 0.02% | 399 |
|
|
2022
Q3 | – | Sell |
-3,926
| Closed | -$223K | – | 489 |
|
|
2022
Q2 | $223K | Buy |
3,926
+9
| +0.2% | +$511 | 0.02% | 389 |
|
|
2022
Q1 | $318K | Buy |
3,917
+256
| +7% | +$20.8K | 0.02% | 351 |
|
|
2021
Q4 | $297K | Buy |
3,661
+127
| +4% | +$10.3K | 0.02% | 378 |
|
|
2021
Q3 | $261K | Buy |
3,534
+275
| +8% | +$20.3K | 0.02% | 406 |
|
|
2021
Q2 | $208K | Buy |
+3,259
| New | +$208K | 0.02% | 457 |
|