Kestra Advisory Services’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 | $969K | Sell |
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|
2025
Q2 | $909K | Sell |
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|
2025
Q1 | $904K | Sell |
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|
2024
Q4 | $2.87M | Buy |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $299K | Buy |
|