Spirit of America Management Corp’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	$311K	Hold	6,050	–	–	0.06%	225
2025 Q1	$264K	Hold	6,050	–	–	0.05%	230
2024 Q4	$305K	Hold	6,050	–	–	0.06%	215
2024 Q3	$261K	Hold	6,050	–	–	0.05%	225
2024 Q2	$243K	Hold	6,050	–	–	0.05%	222
2024 Q1	$284K	Hold	6,050	–	–	0.06%	205
2023 Q4	$246K	Hold	6,050	–	–	0.05%	202
2023 Q3	$182K	Hold	6,050	–	–	0.04%	193
2023 Q2	$193K	Hold	6,050	–	–	0.04%	194
2023 Q1	$188K	Hold	6,050	–	–	0.04%	190
2022 Q4	$181K	Hold	6,050	–	–	0.04%	185
2022 Q3	$156K	Hold	6,050	–	–	0.04%	200
2022 Q2	$192K	Hold	6,050	–	–	0.04%	194
2022 Q1	$296K	Hold	6,050	–	–	0.06%	184
2021 Q4	$332K	Hold	6,050	–	–	0.07%	180
2021 Q3	$286K	Hold	6,050	–	–	0.06%	191
2021 Q2	$281K	Hold	6,050	–	–	0.06%	184
2021 Q1	$222K	Hold	6,050	–	–	0.05%	185
2020 Q4	$190K	Sell	6,050 -2,000	-25%	-$62.8K	0.05%	190
2020 Q3	$199K	Hold	8,050	–	–	0.05%	183
2020 Q2	$225K	Sell	8,050 -2,500	-24%	-$69.9K	0.06%	173
2020 Q1	$228K	Sell	10,550 -10,400	-50%	-$225K	0.07%	173
2019 Q4	$672K	Hold	20,950	–	–	0.12%	145
2019 Q3	$535K	Hold	20,950	–	–	0.09%	157
2019 Q2	$474K	Hold	20,950	–	–	0.07%	168
2019 Q1	$383K	Hold	20,950	–	–	0.06%	184
2018 Q4	$330K	Hold	20,950	–	–	0.05%	191
2018 Q3	$472K	Hold	20,950	–	–	0.06%	185
2018 Q2	$446K	Buy	20,950 +6,550	+45%	+$139K	0.06%	190
2018 Q1	$307K	Hold	14,400	–	–	0.04%	213
2017 Q4	$330K	Hold	14,400	–	–	0.04%	218
2017 Q3	$340K	Buy	+14,400	New	+$340K	0.04%	251