Private Advisor 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
Q2 | $273K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $2.14M | Buy |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $149K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $564K | Sell |
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|
2019
Q3 | $602K | Buy |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $427K | Sell |
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|
2018
Q4 | $375K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $178K | Buy |
|