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CSM Advisors’s Carlyle Group CG Stock Holding History

CSM Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.7M Buy
266,725
+18,870
+8% +$970K 0.4% 72
2025
Q1 		$10.8M Buy
+247,855
New +$10.8M 0.59% 40