Atria Investments’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 | $1.21M | Sell |
23,605
-2,078
| -8% | -$107K | 0.01% | 941 |
|
|
2025
Q1 | $1.12M | Buy |
25,683
+4,760
| +23% | +$207K | 0.01% | 957 |
|
|
2024
Q4 | $1.06M | Buy |
20,923
+1,062
| +5% | +$53.6K | 0.01% | 950 |
|
|
2024
Q3 | $855K | Buy |
19,861
+14,687
| +284% | +$632K | 0.01% | 1056 |
|
|
2024
Q2 | $208K | Buy |
+5,174
| New | +$208K | ﹤0.01% | 1804 |
|