Principal Financial Group’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
Q3
$36.3M Buy
2025
Q2
$24.9M Sell
2025
Q1
$21.2M Buy
2024
Q4
$24.4M Sell
2024
Q3
$21M Sell
2024
Q2
$28.9M Sell
2024
Q1
$42.6M Buy
2023
Q4
$32.3M Buy
2023
Q3
$500K Buy
2023
Q2
$502K Sell
2023
Q1
$704K Buy
2022
Q4
$588K Sell
2022
Q3
$592K Sell
2022
Q2
$830K Sell
2022
Q1
$1.84M Buy
2021
Q4
$812K Buy
2021
Q3
$599K Sell
2021
Q2
$611K Buy
2021
Q1
$318K Buy
2020
Q4
$244K Sell
2020
Q3
$226K Sell
2020
Q2
$291K Buy