A detailed history of Srs Capital Advisors, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 10,369 shares of CG stock, worth $552,978. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,369
Previous 454 2183.92%
Holding current value
$552,978
Previous $23,000 2726.09%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$52.82 - $69.35 $523,710 - $687,605
9,915 Added 2183.92%
10,369 $650,000
Q2 2025

Aug 12, 2025

SELL
$34.78 - $51.4 $5,077 - $7,504
-146 Reduced 24.33%
454 $23,000
Q1 2025

May 14, 2025

BUY
$40.03 - $56.96 $24,018 - $34,176
600 New
600 $26,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $19.3B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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