IFP 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
Q2 | $77.9K | Sell |
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|
2025
Q1 | $49.1K | Sell |
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|
2024
Q4 | $67.1K | Buy |
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|
2024
Q3 | $39K | Buy |
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|
2024
Q2 | $36.3K | Buy |
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|
2024
Q1 | $42K | Buy |
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|
2023
Q4 | $35.6K | Sell |
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|
2023
Q3 | $70.7K | Sell |
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|
2023
Q2 | $87.7K | Buy |
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|
2023
Q1 | $42.7K | Sell |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $54K | Sell |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $845K | Buy |
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|
2019
Q1 | $368K | Buy |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $418K | Buy |
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|
2018
Q2 | $128K | Buy |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $28K | Sell |
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|
2017
Q3 | $52K | Buy |
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|
2017
Q2 | $42K | Sell |
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|
2017
Q1 | $50K | Buy |
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|
2016
Q4 | $47K | Sell |
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|
2016
Q3 | $49K | Buy |
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|
2016
Q2 | $51K | Sell |
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|
2016
Q1 | $368K | Buy |
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|
2015
Q4 | $47K | Buy |
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