Benjamin Edwards Inc’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
$1.26M Buy
2025
Q2
$880K Buy
2025
Q1
$728K Sell
2024
Q4
$1.16M Buy
2024
Q3
$775K Buy
2024
Q2
$27K Sell
2024
Q1
$34K Buy
2023
Q4
$28K Buy
2023
Q3
$15K Buy
2023
Q2
$9K Buy
2023
Q1
$6K Buy