LPL Financial’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
Q3 | $415K | Hold |
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|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $515K | Hold |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $516K | Hold |
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|
2021
Q4 | $457K | Hold |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $187K | Sell |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $185K | Buy |
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