Smartleaf Asset Management’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 | $26.2K | Sell |
512
-646
| -56% | -$33.1K | ﹤0.01% | 1447 |
|
|
2025
Q1 | $50K | Sell |
1,158
-71
| -6% | -$3.06K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $62.1K | Buy |
1,229
+296
| +32% | +$15K | 0.01% | 1075 |
|
|
2024
Q3 | $40.7K | Buy |
933
+569
| +156% | +$24.8K | ﹤0.01% | 989 |
|
|
2024
Q2 | $14.5K | Buy |
364
+244
| +203% | +$9.73K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $5.61K | Buy |
+120
| New | +$5.61K | ﹤0.01% | 1176 |
|