Franklin Street 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 | $42.2M | Buy |
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|
2025
Q2 | $34.3M | Sell |
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|
2025
Q1 | $30.2M | Buy |
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|
2024
Q4 | $17.7M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $305K | Hold |
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|
2014
Q2 | $340K | Hold |
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|
2014
Q1 | $351K | Hold |
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|
2013
Q4 | $356K | Hold |
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|
2013
Q3 | $257K | Hold |
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|
2013
Q2 | $256K | Buy |
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