Global Financial Private Client’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	–	Sell	-46	Closed	-$2.01K	–	461
2025 Q1	$2.01K	Buy	46 +33	+254%	+$1.44K	﹤0.01%	861
2024 Q4	$656	Buy	+13	New	+$656	﹤0.01%	866