Stiles Financial Services’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 | $785K | Buy |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $610K | Sell |
|
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $490K | Buy |
|
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $295K | Buy |
|