Chicago Partners Investment Group’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	$4.79M	Sell	78,407 -88	-0.1%	-$5.37K	0.14%	149
2025 Q1	$3.14M	Buy	78,495 +2,567	+3%	+$103K	0.1%	174
2024 Q4	$3.97M	Buy	+75,928	New	+$3.97M	0.13%	143