Colony Group’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$229K Sell
2023
Q2
$262K Hold
2023
Q1
$254K Sell
2022
Q4
$254K Sell
2022
Q3
$249K Sell
2022
Q2
$464K Sell
2022
Q1
$723K Hold
2021
Q4
$812K Hold
2021
Q3
$699K Hold
2021
Q2
$687K Buy
2021
Q1
$435K Sell
2020
Q4
$753K Buy
2020
Q3
Sell
2020
Q2
$1.18M Sell
2020
Q1
$977K Buy
2019
Q4
$1.35M Buy
2019
Q3
$941K Buy
2019
Q2
$794K Buy
2019
Q1
$572K Buy