Truist Financial’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
$2.29M Sell
2025
Q2
$1.92M Sell
2025
Q1
$1.66M Sell
2024
Q4
$2.05M Buy
2024
Q3
$1.65M Buy
2024
Q2
$1.49M Buy
2024
Q1
$1.66M Buy
2023
Q4
$1.37M Sell
2023
Q3
$1.14M Buy
2023
Q2
$1.12M Sell
2023
Q1
$1.54M Buy
2022
Q4
$1.42M Sell
2022
Q3
$2.73M Buy
2022
Q2
$2.9M Buy
2022
Q1
$2.19M Buy
2021
Q4
$1.33M Sell
2021
Q3
$1.16M Sell
2021
Q2
$1.16M Sell
2021
Q1
$1.06M Sell
2020
Q4
$932K Buy
2020
Q3
$705K Buy
2020
Q2
$746K Buy
2020
Q1
$563K Buy
2019
Q4
$818K Buy