Clearstead Advisors’s Carlyle Group CG Stock Holding History

Clearstead Advisors’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$983K	Sell
2025 Q2	$884K	Sell
2025 Q1	$760K	Sell
2024 Q4	$913K	Sell
2024 Q3	$792K	Sell
2024 Q2	$797K	Buy
2022 Q4	–	Sell
2022 Q3	$8K	Buy