Arkadios Wealth Advisors’s Carlyle Group CG Stock Holding History

Arkadios Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.19M	Buy
2025 Q2	$907K	Sell
2025 Q1	$793K	Sell
2024 Q4	$1.02M	Buy
2021 Q3	–	Sell
2021 Q2	$49K	Buy
2021 Q1	$38K	Buy