Larson Financial Group’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 | $21.5K | Sell |
1,239
-30
| -2% | -$520 | ﹤0.01% | 1449 |
|
|
2025
Q1 | $20.5K | Buy |
1,269
+30
| +2% | +$485 | ﹤0.01% | 1347 |
|
|
2024
Q4 | $21.8K | Hold |
1,239
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q3 | $21.5K | Hold |
1,239
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q2 | $18.7K | Hold |
1,239
| – | – | ﹤0.01% | 1068 |
|
|
2024
Q1 | $15.7K | Hold |
1,239
| – | – | ﹤0.01% | 942 |
|
|
2023
Q4 | $18.5K | Hold |
1,239
| – | – | ﹤0.01% | 870 |
|
|
2023
Q3 | $15.5K | Hold |
1,239
| – | – | ﹤0.01% | 883 |
|
|
2023
Q2 | $18.3K | Hold |
1,239
| – | – | ﹤0.01% | 763 |
|
|
2023
Q1 | $17.3K | Hold |
1,239
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $20.6K | Hold |
1,239
| – | – | ﹤0.01% | 686 |
|
|
2022
Q3 | $20K | Hold |
1,239
| – | – | ﹤0.01% | 631 |
|
|
2022
Q2 | $16K | Hold |
1,239
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $22K | Hold |
1,239
| – | – | ﹤0.01% | 509 |
|
|
2021
Q4 | $19K | Buy |
+1,239
| New | +$19K | ﹤0.01% | 549 |
|