Stamos Capital Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $277K | Sell |
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|
2025
Q2 | $756K | Buy |
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|
2025
Q1 | $396K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $1.04M | Buy |
|
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $990K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.04M | Buy |
|