TritonPoint Wealth’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
$929K Buy
5,363
+136
+3% +$23.6K 0.09% 159
2025
Q1
$766K Buy
5,227
+18
+0.3% +$2.64K 0.07% 176
2024
Q4
$922K Sell
5,209
-25
-0.5% -$4.43K 0.08% 156
2024
Q3
$821K Buy
5,234
+153
+3% +$24K 0.08% 168
2024
Q2
$677K Sell
5,081
-287
-5% -$38.3K 0.07% 173
2024
Q1
$695K Sell
5,368
-566
-10% -$73.3K 0.07% 166
2023
Q4
$706K Buy
+5,934
New +$706K 0.07% 173