Wellington Shields Capital 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 | $5.16M | Sell |
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|
2025
Q2 | $4.6M | Buy |
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|
2025
Q1 | $3.51M | Buy |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $2.81M | Buy |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $3.24M | Sell |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $3.44M | Sell |
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|
2022
Q3 | $2.98M | Buy |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $3.95M | Buy |
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|
2021
Q3 | $3.33M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $2.6M | Sell |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $4.09M | Buy |
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|
2020
Q1 | $3.07M | Buy |
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|
2019
Q4 | $4.01M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $1.32M | Buy |
|