Allen Mooney & Barnes Investment Advisors’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.2M Buy
314,434
+8,073
+3% +$415K 2.65% 9
2025
Q1
$13.4M Buy
+306,361
New +$13.4M 2.17% 16