Stanley-Laman Group’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
$4.17M Sell
81,038
-6,579
-8% -$338K 0.62% 61
2025
Q1
$3.82M Sell
87,617
-18,883
-18% -$823K 0.59% 71
2024
Q4
$5.38M Sell
106,500
-10,351
-9% -$523K 0.76% 32
2024
Q3
$5.03M Buy
116,851
+8,144
+7% +$351K 0.71% 41
2024
Q2
$4.36M Buy
108,707
+976
+0.9% +$39.2K 0.63% 61
2024
Q1
$5.05M Buy
107,731
+8,395
+8% +$394K 0.71% 39
2023
Q4
$4.04M Sell
99,336
-6,134
-6% -$250K 0.62% 52
2023
Q3
$3.18M Sell
105,470
-2,627
-2% -$79.2K 0.54% 81
2023
Q2
$3.45M Buy
108,097
+262
+0.2% +$8.37K 0.57% 75
2023
Q1
$3.35M Buy
107,835
+2,236
+2% +$69.5K 0.6% 69
2022
Q4
$3.15M Buy
105,599
+17,779
+20% +$531K 0.6% 70
2022
Q3
$2.27M Buy
87,820
+16,498
+23% +$426K 0.43% 98
2022
Q2
$2.26M Buy
+71,322
New +$2.26M 0.4% 104