Carson Advisory’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 | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $743K | Hold |
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|
2021
Q4 | $834K | Buy |
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