Spirit of America Management Corp’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
Q3 | $379K | Hold |
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|
2025
Q2 | $311K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $193K | Hold |
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|
2023
Q1 | $188K | Hold |
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|
2022
Q4 | $181K | Hold |
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|
2022
Q3 | $156K | Hold |
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|
2022
Q2 | $192K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $190K | Sell |
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|
2020
Q3 | $199K | Hold |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $672K | Hold |
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|
2019
Q3 | $535K | Hold |
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|
2019
Q2 | $474K | Hold |
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|
2019
Q1 | $383K | Hold |
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|
2018
Q4 | $330K | Hold |
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|
2018
Q3 | $472K | Hold |
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|
2018
Q2 | $446K | Buy |
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|
2018
Q1 | $307K | Hold |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $340K | Buy |
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