Steward Partners Investment Advisory’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 | $2.6M | Sell |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $944K | Sell |
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|
2020
Q3 | $779K | Buy |
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|
2020
Q2 | $814K | Sell |
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|
2020
Q1 | $632K | Buy |
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|
2019
Q4 | $841K | Sell |
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|
2019
Q3 | $723K | Sell |
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|
2019
Q2 | $649K | Sell |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $451K | Sell |
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|
2018
Q3 | $662K | Buy |
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|
2018
Q2 | $615K | Buy |
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|
2018
Q1 | $608K | Buy |
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