Sunbelt Securities’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 | $101K | Hold |
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|
2025
Q1 | $87.2K | Hold |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $43.1K | Hold |
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|
2024
Q2 | $40.1K | Hold |
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|
2024
Q1 | $46.9K | Hold |
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|
2023
Q4 | $40.7K | Sell |
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|
2023
Q3 | $30.5K | Hold |
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|
2023
Q2 | $32.3K | Hold |
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|
2023
Q1 | $30.6K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $449K | Hold |
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|
2021
Q1 | $368K | Hold |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $360K | Buy |
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|
2019
Q3 | $269K | Buy |
|