Larson Financial Group’s Carter Bankshares CARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.9K	Hold	1,239	–	–	﹤0.01%	1650
2025 Q4	$24.4K	Hold	1,239	–	–	﹤0.01%	1600
2025 Q3	$24K	Hold	1,239	–	–	﹤0.01%	1532
2025 Q2	$21.5K	Sell	1,239 -30	-2%	-$475	﹤0.01%	1456
2025 Q1	$20.5K	Buy	1,269 +30	+2%	+$514	﹤0.01%	1355
2024 Q4	$21.8K	Hold	1,239	–	–	﹤0.01%	1183
2024 Q3	$21.5K	Hold	1,239	–	–	﹤0.01%	1179
2024 Q2	$18.7K	Hold	1,239	–	–	﹤0.01%	1071
2024 Q1	$15.7K	Hold	1,239	–	–	﹤0.01%	944
2023 Q4	$18.5K	Hold	1,239	–	–	﹤0.01%	871
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	+$18.7K	﹤0.01%	549