HBK Sorce Advisory’s Carter's CRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $687K | Buy |
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|
2025
Q2 | $564K | Buy |
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|
2025
Q1 | $760K | Sell |
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|
2024
Q4 | $1.2M | Sell |
|
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|
2024
Q3 | $1.69M | Buy |
|
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|
2024
Q2 | $1.6M | Buy |
|
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|
2024
Q1 | $1.73M | Buy |
|
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|
2023
Q4 | $1.47M | Sell |
|
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|
2023
Q3 | $1.49M | Buy |
|
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|
2023
Q2 | $1.52M | Buy |
|
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|
2023
Q1 | $1.39M | Sell |
|
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|
2022
Q4 | $3.13M | Buy |
|
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|
2022
Q3 | $1.4M | Buy |
|
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|
2022
Q2 | $1.23M | Sell |
|
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|
2022
Q1 | $1.66M | Buy |
|
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|
2021
Q4 | $1.61M | Buy |
|
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|
2021
Q3 | $1.53M | Buy |
|
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|
2021
Q2 | $1.59M | Sell |
|
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|
2021
Q1 | $1.38M | Buy |
|
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|
2020
Q4 | $1.26M | Buy |
|
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | $671K | Buy |
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|
2020
Q1 | $407K | Buy |
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|
2019
Q4 | $555K | Buy |
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