Optimum Investment Advisors’s Carlyle Group CG Stock Holding History

Optimum Investment Advisors’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$113K	Hold
2025 Q2	$92.5K	Sell
2025 Q1	$95.9K	Buy
2023 Q4	–	Sell
2023 Q3	$12.1K	Hold
2023 Q2	$12.8K	Buy
2018 Q4	–	Sell
2018 Q3	$11K	Hold
2018 Q2	$11K	Hold
2018 Q1	$11K	Buy