Moors & Cabot’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 | $567K | Buy |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $157K | Buy |
|