Edgemoor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $498K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $328K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $376K | Buy |
|
|||||
|
2017
Q2 | $288K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $4.93M | Sell |
|
|||||
|
2015
Q1 | $4.97M | Sell |
|
|||||
|
2014
Q4 | $5.38M | Sell |
|
|||||
|
2014
Q3 | $7.01M | Sell |
|
|||||
|
2014
Q2 | $7.87M | Buy |
|
|||||
|
2014
Q1 | $7.96M | Buy |
|
|||||
|
2013
Q4 | $7.31M | Buy |
|
|||||
|
2013
Q3 | $4.98M | Buy |
|
|||||
|
2013
Q2 | $3.63M | Buy |
|