Triangle Securities Wealth Management’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 | $424K | Sell |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $359K | Sell |
|
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $239K | Buy |
|