Key Financial Inc’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 | – | Sell |
-112
| Closed | -$4.89K | – | 1439 |
|
|
2025
Q1 | $4.89K | Hold |
112
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q4 | $5.67K | Hold |
112
| – | – | ﹤0.01% | 956 |
|
|
2024
Q3 | $4.83K | Buy |
+112
| New | +$4.83K | ﹤0.01% | 984 |
|
|
2024
Q2 | – | Sell |
-112
| Closed | -$5.26K | – | 1348 |
|
|
2024
Q1 | $5.26K | Hold |
112
| – | – | ﹤0.01% | 925 |
|
|
2023
Q4 | $4.57K | Buy |
+112
| New | +$4.57K | ﹤0.01% | 960 |
|