Guggenheim Capital’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
Sell
2025
Q2
$204K Buy
2024
Q3
Sell
2024
Q2
$301K Buy
2024
Q1
$226K Buy
2022
Q2
Sell
2022
Q1
$1.3M Sell
2021
Q4
$2.09M Buy
2021
Q3
$1.13M Sell
2021
Q2
$1.16M Buy
2020
Q4
Sell
2020
Q3
$525K Buy
2016
Q1
Sell
2015
Q4
$1.28M Sell
2015
Q3
$2.76M Buy
2015
Q2
$2.1M Buy