Valley National Advisers’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 | $95K | Hold |
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|
2025
Q2 | $78K | Buy |
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|
2025
Q1 | $50K | Buy |
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|
2024
Q4 | $27K | Buy |
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|
2024
Q3 | $9K | Sell |
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|
2024
Q2 | $9K | Hold |
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|
2024
Q1 | $11K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $72K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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