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Stonegate Investment Group’s Carlyle Group CG Stock Holding History

Stonegate Investment Group’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$518K Buy
10,077
+1,566
+18% +$80.5K 0.01% 237
2025
Q1 		$371K Buy
8,511
+2,511
+42% +$109K 0.01% 251
2024
Q4 		$303K Hold
6,000
– – 0.01% 262
2024
Q3 		$258K Buy
+6,000
New +$258K 0.01% 294