Yousif Capital Management’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.85M Sell
74,907
-302
-0.4% -$15.5K 0.04% 414
2025
Q1
$3.28M Sell
75,209
-1,606
-2% -$70K 0.04% 457
2024
Q4
$3.88M Sell
76,815
-2,757
-3% -$139K 0.04% 398
2024
Q3
$3.43M Sell
79,572
-13,135
-14% -$566K 0.04% 469
2024
Q2
$3.72M Sell
92,707
-8,326
-8% -$334K 0.04% 429
2024
Q1
$4.74M Sell
101,033
-2,280
-2% -$107K 0.05% 362
2023
Q4
$4.2M Buy
+103,313
New +$4.2M 0.05% 390