Kestra Investment Management’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	$31K	Buy	647 +357	+123%	+$17.1K	﹤0.01%	597
2025 Q1	$12.6K	Buy	+290	New	+$12.6K	﹤0.01%	595