B. Riley 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 | $407K | Sell |
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|
2025
Q2 | $475K | Buy |
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|
2024
Q4 | $623K | Sell |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $751K | Buy |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $696K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $961K | Sell |
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|
2021
Q1 | $831K | Buy |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $549K | Buy |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $296K | Sell |
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|
2016
Q3 | $316K | Buy |
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|
2016
Q2 | $269K | Buy |
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|
2016
Q1 | $204K | Buy |
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