United Capital 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 | $28.1M | Sell |
162,471
-6,584
| -4% | -$1.14M | 0.23% | 93 |
|
|
2025
Q1 | $24.8M | Buy |
169,055
+11,739
| +7% | +$1.72M | 0.21% | 98 |
|
|
2024
Q4 | $27.8M | Sell |
157,316
-10,435
| -6% | -$1.85M | 0.24% | 89 |
|
|
2024
Q3 | $26.1M | Sell |
167,751
-17,229
| -9% | -$2.68M | 0.22% | 94 |
|
|
2024
Q2 | $24.7M | Sell |
184,980
-20,962
| -10% | -$2.79M | 0.21% | 95 |
|
|
2024
Q1 | $27.4M | Sell |
205,942
-45,587
| -18% | -$6.06M | 0.23% | 97 |
|
|
2023
Q4 | $29.9M | Sell |
251,529
-331,337
| -57% | -$39.4M | 0.25% | 94 |
|
|
2023
Q3 | $60M | Sell |
582,866
-67,523
| -10% | -$6.95M | 0.39% | 52 |
|
|
2023
Q2 | $62.7M | Sell |
650,389
-19,874
| -3% | -$1.91M | 0.34% | 59 |
|
|
2023
Q1 | $55.9M | Buy |
670,263
+28,353
| +4% | +$2.37M | 0.31% | 66 |
|
|
2022
Q4 | $43.9M | Sell |
641,910
-11,957
| -2% | -$818K | 0.25% | 84 |
|
|
2022
Q3 | $40.5M | Buy |
653,867
+4,457
| +0.7% | +$276K | 0.24% | 85 |
|
|
2022
Q2 | $36.9M | Buy |
649,410
+9,986
| +2% | +$568K | 0.2% | 100 |
|
|
2022
Q1 | $51.9M | Buy |
639,424
+20,649
| +3% | +$1.68M | 0.25% | 80 |
|
|
2021
Q4 | $50.3M | Buy |
618,775
+365,820
| +145% | +$29.7M | 0.23% | 92 |
|
|
2021
Q3 | $18.7M | Buy |
252,955
+3,096
| +1% | +$229K | 0.09% | 195 |
|
|
2021
Q2 | $15.9M | Buy |
249,859
+21,446
| +9% | +$1.36M | 0.08% | 217 |
|
|
2021
Q1 | $12.8M | Buy |
228,413
+223,619
| +4,665% | +$12.5M | 0.07% | 238 |
|
|
2020
Q4 | $226K | Buy |
+4,794
| New | +$226K | ﹤0.01% | 1084 |
|