Arete Wealth Advisors’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 | $963K | Sell |
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|
2025
Q2 | $805K | Sell |
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|
2025
Q1 | $687K | Sell |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $816K | Buy |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $398M | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $539K | Sell |
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|
2021
Q1 | $618K | Sell |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q3 | $419K | Buy |
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