Cornerstone Planning 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 | $29.3K | Sell |
487
-46
| -9% | -$2.77K | 0.01% | 342 |
|
|
2025
Q1 | $19.5K | Buy |
533
+65
| +14% | +$2.38K | ﹤0.01% | 421 |
|
|
2024
Q4 | $26.1K | Buy |
468
+73
| +18% | +$4.07K | 0.01% | 273 |
|
|
2024
Q3 | $20.2K | Hold |
395
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $16.2K | Sell |
395
-70
| -15% | -$2.86K | ﹤0.01% | 347 |
|
|
2024
Q1 | $19.1K | Buy |
465
+54
| +13% | +$2.22K | 0.01% | 302 |
|
|
2023
Q4 | $16.7K | Sell |
411
-38
| -8% | -$1.55K | 0.01% | 342 |
|
|
2023
Q3 | $13.5K | Sell |
449
-71
| -14% | -$2.14K | 0.01% | 364 |
|
|
2023
Q2 | $16.6K | Buy |
+520
| New | +$16.6K | 0.01% | 476 |
|