Farther Finance Advisors’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 | $59.1K | Buy |
1,150
+177
| +18% | +$9.1K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $43.1K | Buy |
973
+525
| +117% | +$23.2K | ﹤0.01% | 1973 |
|
|
2024
Q4 | $22.6K | Sell |
448
-81
| -15% | -$4.09K | ﹤0.01% | 2032 |
|
|
2024
Q3 | $22.8K | Buy |
529
+38
| +8% | +$1.64K | ﹤0.01% | 2025 |
|
|
2024
Q2 | $19.4K | Sell |
491
-104
| -17% | -$4.12K | ﹤0.01% | 1784 |
|
|
2024
Q1 | $27.6K | Sell |
595
-7
| -1% | -$325 | ﹤0.01% | 1394 |
|
|
2023
Q4 | $24.5K | Buy |
602
+398
| +195% | +$16.2K | ﹤0.01% | 1276 |
|
|
2023
Q3 | $6.15K | Buy |
204
+157
| +334% | +$4.74K | ﹤0.01% | 1454 |
|
|
2023
Q2 | $1.5K | Hold |
47
| – | – | ﹤0.01% | 1856 |
|
|
2023
Q1 | $1.46K | Buy |
47
+6
| +15% | +$186 | ﹤0.01% | 1744 |
|
|
2022
Q4 | $1.22K | Buy |
+41
| New | +$1.22K | ﹤0.01% | 1599 |
|