Stephens Inc’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
Q2 | $4.63M | Sell |
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|
2025
Q1 | $3.93M | Sell |
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|
2024
Q4 | $4.58M | Hold |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.17M | Sell |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.35M | Buy |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $2.2M | Sell |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $335K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $544K | Buy |
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|
2019
Q3 | $384K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $202K | Hold |
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|
2017
Q3 | $208K | Buy |
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