Everhart Financial 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 | $380K | Buy |
7,397
+565
| +8% | +$29K | 0.04% | 264 |
|
|
2025
Q1 | $298K | Sell |
6,832
-137
| -2% | -$5.97K | 0.04% | 278 |
|
|
2024
Q4 | $352K | Buy |
6,969
+881
| +14% | +$44.5K | 0.07% | 241 |
|
|
2024
Q3 | $262K | Buy |
+6,088
| New | +$262K | 0.06% | 277 |
|
|
2024
Q2 | – | Sell |
-4,607
| Closed | -$216K | – | 299 |
|
|
2024
Q1 | $216K | Buy |
+4,607
| New | +$216K | 0.06% | 257 |
|