Lake Street Advisors Group’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $3.41M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.06M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $883K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $336K | Buy |
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