Valeo 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 | $2.32M | Buy |
13,403
+103
| +0.8% | +$17.8K | 0.06% | 154 |
|
|
2025
Q1 | $1.95M | Buy |
13,300
+65
| +0.5% | +$9.53K | 0.05% | 161 |
|
|
2024
Q4 | $2.34M | Buy |
13,235
+45
| +0.3% | +$7.97K | 0.07% | 131 |
|
|
2024
Q3 | $2.06M | Buy |
13,190
+23
| +0.2% | +$3.58K | 0.06% | 152 |
|
|
2024
Q2 | $1.75M | Buy |
13,167
+13
| +0.1% | +$1.73K | 0.05% | 164 |
|
|
2024
Q1 | $1.79M | Buy |
13,154
+3
| +0% | +$408 | 0.06% | 159 |
|
|
2023
Q4 | $1.56M | Buy |
13,151
+31
| +0.2% | +$3.69K | 0.06% | 164 |
|
|
2023
Q3 | $1.35M | Buy |
13,120
+3
| +0% | +$309 | 0.06% | 165 |
|
|
2023
Q2 | $1.26M | Sell |
13,117
-4,008
| -23% | -$386K | 0.06% | 175 |
|
|
2023
Q1 | $1.43M | Buy |
17,125
+231
| +1% | +$19.3K | 0.07% | 167 |
|
|
2022
Q4 | $1.16M | Buy |
16,894
+465
| +3% | +$31.8K | 0.06% | 170 |
|
|
2022
Q3 | $1.02M | Buy |
16,429
+30
| +0.2% | +$1.86K | 0.06% | 159 |
|
|
2022
Q2 | $932K | Sell |
16,399
-232
| -1% | -$13.2K | 0.06% | 171 |
|
|
2022
Q1 | $1.35M | Buy |
16,631
+377
| +2% | +$30.6K | 0.07% | 163 |
|
|
2021
Q4 | $1.32M | Sell |
16,254
-365
| -2% | -$29.7K | 0.07% | 150 |
|
|
2021
Q3 | $1.23M | Buy |
16,619
+12,050
| +264% | +$890K | 0.07% | 150 |
|
|
2021
Q2 | $291K | Hold |
4,569
| – | – | 0.02% | 344 |
|
|
2021
Q1 | $256K | Hold |
4,569
| – | – | 0.01% | 376 |
|
|
2020
Q4 | $215K | Hold |
4,569
| – | – | 0.01% | 395 |
|
|
2020
Q3 | $185K | Hold |
4,569
| – | – | 0.02% | 335 |
|
|
2020
Q2 | $181K | Buy |
+4,569
| New | +$181K | 0.02% | 334 |
|