Thurston Springer Miller Herd & Titak’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
$206K Hold
4,008
0.03% 362
2025
Q1
$175K Hold
4,008
0.03% 347
2024
Q4
$202K Hold
4,008
0.04% 277
2024
Q3
$173K Hold
4,008
0.05% 315
2024
Q2
$161K Buy
+4,008
New +$161K 0.05% 335