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 |
|