Sowell Financial Services’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	–	Sell	-7,628	Closed	-$333K	–	1048
2025 Q1	$333K	Buy	+7,628	New	+$333K	0.02%	717
2023 Q2	–	Sell	-7,631	Closed	-$237K	–	597
2023 Q1	$237K	Buy	+7,631	New	+$237K	0.02%	642