BOK Financial Private Wealth’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 | $45.3K | Sell |
882
-418
| -32% | -$21.5K | ﹤0.01% | 252 |
|
|
2025
Q1 | $56.7K | Hold |
1,300
| – | – | ﹤0.01% | 247 |
|
|
2024
Q4 | $65.6K | Hold |
1,300
| – | – | ﹤0.01% | 242 |
|
|
2024
Q3 | $56K | Hold |
1,300
| – | – | ﹤0.01% | 250 |
|
|
2024
Q2 | $52.2K | Hold |
1,300
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $61K | Hold |
1,300
| – | – | ﹤0.01% | 241 |
|
|
2023
Q4 | $52.9K | Hold |
1,300
| – | – | ﹤0.01% | 239 |
|
|
2023
Q3 | $39.2K | Hold |
1,300
| – | – | ﹤0.01% | 244 |
|
|
2023
Q2 | $41.5K | Hold |
1,300
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $40.4K | Hold |
1,300
| – | – | ﹤0.01% | 253 |
|
|
2022
Q4 | $38.8K | Hold |
1,300
| – | – | ﹤0.01% | 247 |
|
|
2022
Q3 | $34K | Hold |
1,300
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $41K | Buy |
+1,300
| New | +$41K | ﹤0.01% | 258 |
|