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
2025
Q2
$21.5K Sell
2025
Q1
$20.5K Buy
2024
Q4
$21.8K Hold
2024
Q3
$21.5K Hold
2024
Q2
$18.7K Hold
2024
Q1
$15.7K Hold
2023
Q4
$18.5K Hold
2023
Q3
$15.5K Hold
2023
Q2
$18.3K Hold
2023
Q1
$17.3K Hold
2022
Q4
$20.6K Hold
2022
Q3
$20K Hold
2022
Q2
$16K Hold
2022
Q1
$22K Hold
2021
Q4
$19K Buy