LI
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LRI Investments’s Carlyle Group CG Stock Holding History

LRI Investments’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$46.1K Buy
+897
New +$46.1K ﹤0.01% 563
2025
Q1 		– Sell
-633
Closed -$32K – 1217
2024
Q4 		$32K Buy
+633
New +$32K ﹤0.01% 593