Partners in Financial Planning’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 | $252K | Hold |
14,547
| – | – | 0.05% | 97 |
|
|
2025
Q1 | $235K | Hold |
14,547
| – | – | 0.05% | 94 |
|
|
2024
Q4 | $256K | Sell |
14,547
-1,106
| -7% | -$19.5K | 0.05% | 94 |
|
|
2024
Q3 | $272K | Sell |
15,653
-1,890
| -11% | -$32.9K | 0.05% | 91 |
|
|
2024
Q2 | $265K | Hold |
17,543
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $222K | Sell |
17,543
-4,757
| -21% | -$60.1K | 0.05% | 98 |
|
|
2023
Q4 | $334K | Sell |
22,300
-1,788
| -7% | -$26.8K | 0.08% | 76 |
|
|
2023
Q3 | $302K | Hold |
24,088
| – | – | 0.08% | 78 |
|
|
2023
Q2 | $356K | Sell |
24,088
-1,930
| -7% | -$28.5K | 0.09% | 69 |
|
|
2023
Q1 | $364K | Buy |
26,018
+7,313
| +39% | +$102K | 0.1% | 67 |
|
|
2022
Q4 | $307K | Hold |
18,705
| – | – | 0.09% | 72 |
|
|
2022
Q3 | $343K | Hold |
18,705
| – | – | 0.1% | 66 |
|
|
2022
Q2 | $319K | Hold |
18,705
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $326K | Sell |
18,705
-1,870
| -9% | -$32.6K | 0.1% | 67 |
|
|
2021
Q4 | $323K | Buy |
20,575
+5,690
| +38% | +$89.3K | 0.1% | 69 |
|
|
2021
Q3 | $212K | Hold |
14,885
| – | – | 0.07% | 90 |
|
|
2021
Q2 | $186K | Buy |
+14,885
| New | +$186K | 0.06% | 92 |
|