Carter Bankshares shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Carter Bankshares
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Quarterly reported holdings in Carter Bankshares by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 20k | 19.41 |
| 2025-06-30 | $349k | 20k | 17.34 |
| 2025-03-31 | $321k | 20k | 16.18 |
| 2023-12-31 | $362k | 24k | 14.97 |
| 2023-09-30 | $296k | 24k | 12.53 |
| 2023-06-30 | $350k | 24k | 14.79 |
| 2023-03-31 | $331k | 24k | 14.00 |
| 2022-12-31 | $392k | 24k | 16.59 |
| 2022-09-30 | $413k | 26k | 16.08 |
| 2022-06-30 | $333k | 25k | 13.20 |
| 2022-03-31 | $438k | 25k | 17.36 |
| 2021-12-31 | $387k | 25k | 15.40 |
| 2021-09-30 | $358k | 25k | 14.20 |
| 2021-06-30 | $50k | 4.0k | 12.43 |
More positions owned by Captrust Financial Advisors
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