Kestra Private Wealth 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 | $1.65M | Sell |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $877K | Sell |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $904K | Buy |
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|
2021
Q4 | $922K | Buy |
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|
2021
Q3 | $786K | Buy |
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|
2021
Q2 | $771K | Sell |
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|
2021
Q1 | $616K | Buy |
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|
2020
Q4 | $526K | Buy |
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|
2020
Q3 | $390K | Buy |
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