Equitable Trust’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 | $406K | Hold |
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|
2025
Q2 | $333K | Sell |
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|
2025
Q1 | $3.84M | Sell |
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|
2024
Q4 | $4.98M | Sell |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $4.72M | Sell |
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|
2023
Q4 | $4.24M | Sell |
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|
2023
Q3 | $3.15M | Sell |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.97M | Sell |
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|
2022
Q4 | $4.21M | Sell |
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|
2022
Q3 | $5.18M | Buy |
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|
2022
Q2 | $6.28M | Buy |
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|
2022
Q1 | $7.68M | Buy |
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|
2021
Q4 | $8.24M | Sell |
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|
2021
Q3 | $7.33M | Sell |
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|
2021
Q2 | $7.29M | Sell |
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|
2021
Q1 | $5.81M | Buy |
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|
2020
Q4 | $4.62M | Buy |
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|
2020
Q3 | $2.94M | Buy |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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