Raymond James Financial Services Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.51M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $4.3M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $3.85M | Buy |
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|
2023
Q1 | $3.51M | Buy |
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|
2022
Q4 | $3.26M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $5.14M | Buy |
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|
2021
Q4 | $5.43M | Buy |
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|
2021
Q3 | $4.61M | Sell |
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|
2021
Q2 | $4.8M | Buy |
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|
2021
Q1 | $3.73M | Sell |
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|
2020
Q4 | $3.36M | Sell |
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|
2020
Q3 | $2.73M | Sell |
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|
2020
Q2 | $3.22M | Sell |
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $867K | Buy |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $763K | Sell |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $1.23M | Sell |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.21M | Buy |
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|
2017
Q3 | $1.12M | Buy |
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|
2017
Q2 | $903K | Buy |
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|
2017
Q1 | $499K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $174K | Sell |
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|
2016
Q1 | $416K | Buy |
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|
2015
Q4 | $302K | Sell |
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|
2015
Q3 | $372K | Buy |
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