Rothschild Investment LLC’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 | $64.5K | Buy |
1,255
+25
| +2% | +$1.29K | ﹤0.01% | 726 |
|
|
2025
Q1 | $53.6K | Sell |
1,230
-10
| -0.8% | -$436 | ﹤0.01% | 750 |
|
|
2024
Q4 | $62.6K | Sell |
1,240
-10
| -0.8% | -$505 | ﹤0.01% | 737 |
|
|
2024
Q3 | $53.8K | Buy |
1,250
+5
| +0.4% | +$215 | ﹤0.01% | 755 |
|
|
2024
Q2 | $50K | Buy |
1,245
+45
| +4% | +$1.81K | ﹤0.01% | 752 |
|
|
2024
Q1 | $56.3K | Hold |
1,200
| – | – | ﹤0.01% | 707 |
|
|
2023
Q4 | $48.8K | Buy |
+1,200
| New | +$48.8K | ﹤0.01% | 661 |
|