Mutual of America Capital Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Sell |
105,961
-2,653
| -2% | -$136K | 0.06% | 396 |
|
|
2025
Q1 | $4.73M | Sell |
108,614
-2,861
| -3% | -$125K | 0.05% | 441 |
|
|
2024
Q4 | $5.63M | Sell |
111,475
-2,163
| -2% | -$109K | 0.06% | 390 |
|
|
2024
Q3 | $4.89M | Sell |
113,638
-9,991
| -8% | -$430K | 0.05% | 471 |
|
|
2024
Q2 | $4.96M | Sell |
123,629
-5,356
| -4% | -$215K | 0.05% | 449 |
|
|
2024
Q1 | $6.05M | Sell |
128,985
-3,968
| -3% | -$186K | 0.07% | 369 |
|
|
2023
Q4 | $5.41M | Buy |
+132,953
| New | +$5.41M | 0.06% | 398 |
|