Arkadios Wealth 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 | $907K | Sell |
17,647
-551
| -3% | -$28.3K | 0.03% | 598 |
|
|
2025
Q1 | $793K | Sell |
18,198
-1,948
| -10% | -$84.9K | 0.03% | 531 |
|
|
2024
Q4 | $1.02M | Buy |
+20,146
| New | +$1.02M | 0.06% | 329 |
|
|
2021
Q3 | – | Sell |
-1,062
| Closed | -$49K | – | 1887 |
|
|
2021
Q2 | $49K | Buy |
1,062
+7
| +0.7% | +$323 | 0.01% | 934 |
|
|
2021
Q1 | $38K | Buy |
+1,055
| New | +$38K | 0.01% | 766 |
|