Sowell 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 | $263K | Buy |
1,519
+8
| +0.5% | +$1.39K | 0.01% | 850 |
|
|
2025
Q1 | $222K | Buy |
+1,511
| New | +$222K | 0.01% | 893 |
|
|
2021
Q2 | – | Sell |
-164
| Closed | -$9K | – | 650 |
|
|
2021
Q1 | $9K | Hold |
164
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q4 | $8K | Buy |
164
+67
| +69% | +$3.27K | ﹤0.01% | 2098 |
|
|
2020
Q3 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 2031 |
|