U.S. Global Investors (USGI)’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 | – | Sell |
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|
2025
Q1 | $741K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.03M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $567K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $335K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $597K | Buy |
|