SYM Financial Corp’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Sell
12,985
-2,021
-13% -$104K 0.07% 93
2025
Q1
$654K Sell
15,006
-2,826
-16% -$123K 0.08% 76
2024
Q4
$900K Buy
+17,832
New +$900K 0.12% 53