Bruce G. Allen 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 | $6.17K | Sell |
120
-75
| -38% | -$3.86K | ﹤0.01% | 536 |
|
|
2025
Q1 | $8.5K | Buy |
195
+26
| +15% | +$1.13K | 0.01% | 483 |
|
|
2024
Q4 | $8.53K | Sell |
169
-10
| -6% | -$505 | 0.01% | 495 |
|
|
2024
Q3 | $7.71K | Hold |
179
| – | – | 0.01% | 518 |
|
|
2024
Q2 | $7.19K | Sell |
179
-20
| -10% | -$803 | 0.01% | 515 |
|
|
2024
Q1 | $9.34K | Hold |
199
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $8.1K | Buy |
+199
| New | +$8.1K | 0.01% | 523 |
|