Carter Bankshares shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in Carter Bankshares
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Quarterly reported holdings in Carter Bankshares by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 15k | 19.41 |
| 2025-06-30 | $252k | 15k | 17.34 |
| 2025-03-31 | $235k | 15k | 16.18 |
| 2024-09-30 | $272k | 16k | 17.39 |
| 2024-06-30 | $265k | 18k | 15.12 |
| 2024-03-31 | $222k | 18k | 12.64 |
| 2023-12-31 | $334k | 22k | 14.97 |
| 2023-09-30 | $302k | 24k | 12.53 |
| 2023-06-30 | $356k | 24k | 14.79 |
| 2023-03-31 | $364k | 26k | 14.00 |
| 2022-12-31 | $307k | 19k | 16.41 |
| 2022-09-30 | $343k | 19k | 18.32 |
| 2022-06-30 | $319k | 19k | 17.05 |
| 2022-03-31 | $326k | 19k | 17.41 |
| 2021-12-31 | $323k | 21k | 15.69 |
| 2021-09-30 | $212k | 15k | 14.22 |
| 2021-06-30 | $186k | 15k | 12.51 |
More positions owned by Partners in Financial Planning
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