Allworth Financial’s Carter Bankshares CARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09K	Buy	+63	New	+$1.09K	﹤0.01%	3929
2025 Q1	–	Sell	-73	Closed	-$1.28K	–	4069
2024 Q4	$1.28K	Buy	+73	New	+$1.28K	﹤0.01%	3313