Allen Mooney & Barnes Investment Advisors LLC CG Holdings History
Allen Mooney & Barnes Investment Advisors LLC's The Carlyle Group Inc Holding Summary
As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 314,434.00 shares of The Carlyle Group Inc(CG), totaling $16.16 Mil. This investment constitutes 2.65% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0.09% of the outstanding The Carlyle Group Inc(CG) stock.
The initial trade took place in 2025Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 2 purchases of CG, at an average price of $49.42, for a total of 314,434.00 shares. Based on historical transaction data and CG's current price of $58.35, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his CG holdings is $2.81 Mil, reflecting a 18.06% gain to date.
Allen Mooney & Barnes Investment Advisors LLC CG ($58.35) Holding Chart
Allen Mooney & Barnes Investment Advisors LLC CG ($58.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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