Leavell 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
2022
Q2
Sell
-6,000
Closed -$293K 428
2022
Q1
$293K Sell
6,000
-10,750
-64% -$525K 0.02% 369
2021
Q4
$920K Buy
+16,750
New +$920K 0.06% 247