Jones Financial Companies’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 | $315K | Buy |
6,149
+1,077
| +21% | +$55.1K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $219K | Buy |
5,072
+2,503
| +97% | +$108K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $130K | Buy |
2,569
+2,469
| +2,469% | +$125K | ﹤0.01% | 1529 |
|
|
2024
Q3 | $4.36K | Buy |
100
+63
| +170% | +$2.75K | ﹤0.01% | 2485 |
|
|
2024
Q2 | $1.49K | Buy |
+37
| New | +$1.49K | ﹤0.01% | 2217 |
|