Raymond James Financial’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
$35.6M Sell
692,383
-799,139
-54% -$41.1M 0.01% 969
2025
Q1
$65M Sell
1,491,522
-167,891
-10% -$7.32M 0.02% 597
2024
Q4
$83.8M Buy
+1,659,413
New +$83.8M 0.03% 494