Cambridge Investment Research 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 | $1.91M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $972K | Buy |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $626K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $398K | Buy |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $232K | Buy |
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|
2017
Q4 | $245K | Sell |
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|
2017
Q3 | $319K | Buy |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $163K | Buy |
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|
2016
Q4 | $154K | Sell |
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|
2016
Q3 | $172K | Buy |
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|
2016
Q2 | $177K | Buy |
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|
2016
Q1 | $184K | Buy |
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|
2015
Q4 | $157K | Buy |
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