Ameritas Advisory Services’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$37.9K Buy
2023
Q2
Sell
2023
Q1
$684K Buy
2022
Q4
$348K Buy
2022
Q3
$283K Buy
2022
Q2
$294K Buy
2022
Q1
$217K Buy