CARLYLE GROUP INC

Ticker: CG CUSIP: 14316J108 Class: EQTY

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,267 Value ($000) $430 Avg Close $56.28 Range $49.73 - $63.66
Q3 2025
Shares 6,485 Value ($000) $407 Avg Close $61.48 Range $50.11 - $68.94
Q2 2025
Shares 9,238 Value ($000) $475 Avg Close $42.13 Range $32.17 - $51.16
Q4 2024
Shares 12,332 Value ($000) $623 Avg Close $48.88 Range $40.76 - $53.33
Q3 2024
Shares 12,864 Value ($000) $559 Avg Close $40.14 Range $35.22 - $48.53
Q2 2024
Shares 12,369 Value ($000) $497 Avg Close $40.98 Range $36.63 - $45.41
Q1 2024
Shares 14,829 Value ($000) $447 Avg Close $40.68 Range $35.28 - $45.86
Q4 2023
Shares 12,466 Value ($000) $507 Avg Close $30.71 Range $25.16 - $39.84
Q3 2023
Shares 14,829 Value ($000) $447 Avg Close $29.72 Range $26.87 - $33.11
Q2 2023
Shares 23,510 Value ($000) $751 Avg Close $26.64 Range $22.82 - $29.54
Q1 2023
Shares 23,057 Value ($000) $716 Avg Close $30.06 Range $25.78 - $34.37
Q4 2022
Shares 23,122 Value ($000) $690 Avg Close $25.46 Range $21.81 - $28.70
Q3 2022
Shares 22,448 Value ($000) $580 Avg Close $29.10 Range $22.88 - $34.63
Q2 2022
Shares 21,957 Value ($000) $696 Avg Close $33.57 Range $26.95 - $43.67
Q1 2022
Shares 23,947 Value ($000) $1,172 Avg Close $41.62 Range $34.92 - $48.57
Q4 2021
Shares 22,503 Value ($000) $1,236 Avg Close $47.16 Range $39.99 - $52.57
Q3 2021
Shares 22,198 Value ($000) $1,047 Avg Close $41.33 Range $37.26 - $44.48
Q2 2021
Shares 21,544 Value ($000) $961 Avg Close $36.47 Range $31.43 - $40.62
Q1 2021
Shares 23,201 Value ($000) $831 Avg Close $29.86 Range $25.81 - $32.26
Q4 2020
Shares 19,429 Value ($000) $611 Avg Close $23.81 Range $20.36 - $27.18
Q3 2020
Shares 21,542 Value ($000) $549 Avg Close $22.59 Range $19.74 - $24.85
Q2 2020
Shares 15,662 Value ($000) $438 Avg Close $21.31 Range $15.55 - $26.55
Q1 2020
Shares 11,683 Value ($000) $253 Avg Close $23.69 Range $12.54 - $28.63