Colonial Trust 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
2026
Q1
$2.42K Buy
2024
Q4
Sell
2024
Q3
$10.8K Hold
2024
Q2
$10.1K Hold
2024
Q1
$11.8K Hold
2023
Q4
$10.2K Hold
2023
Q3
$7.6K Hold
2023
Q2
$8.05K Hold
2023
Q1
$7.82K Hold
2022
Q4
$7.52K Buy