Rothschild Investment LLC’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
$64.5K Buy
2025
Q1
$53.6K Sell
2024
Q4
$62.6K Sell
2024
Q3
$53.8K Buy
2024
Q2
$50K Buy
2024
Q1
$56.3K Hold
2023
Q4
$48.8K Buy