Carter Bankshares shares owned by LPL Financial
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Carter Bankshares
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Quarterly reported holdings in Carter Bankshares by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 21k | 19.41 |
| 2025-06-30 | $370k | 21k | 17.34 |
| 2025-03-31 | $263k | 16k | 16.18 |
| 2024-12-31 | $329k | 19k | 17.59 |
| 2024-09-30 | $480k | 28k | 17.39 |
| 2024-06-30 | $512k | 34k | 15.12 |
| 2024-03-31 | $453k | 36k | 12.64 |
| 2023-09-30 | $431k | 34k | 12.53 |
| 2023-06-30 | $416k | 28k | 14.79 |
| 2023-03-31 | $394k | 28k | 14.00 |
| 2022-12-31 | $473k | 29k | 16.59 |
| 2022-09-30 | $484k | 30k | 16.10 |
| 2022-06-30 | $397k | 30k | 13.21 |
| 2022-03-31 | $516k | 30k | 17.37 |
| 2021-12-31 | $457k | 30k | 15.38 |
| 2021-09-30 | $422k | 30k | 14.20 |
| 2021-06-30 | $187k | 15k | 12.49 |
| 2021-03-31 | $247k | 18k | 13.97 |
| 2020-12-31 | $185k | 17k | 10.74 |