Kovack Advisors’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
Q2 | $463K | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $222K | Buy |
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|
2017
Q3 | $221K | Buy |
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