Cutter & Co Brokerage’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,117
Closed -$258K 196
2024
Q4
$258K Buy
5,117
+26
+0.5% +$1.31K 0.06% 147
2024
Q3
$219K Buy
+5,091
New +$219K 0.05% 181