A detailed history of Partners In Financial Planning transactions in Carter Bankshares, Inc. stock. As of the latest transaction made, Partners In Financial Planning holds 14,547 shares of CARE stock, worth $242,643. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,547
Holding current value
$242,643
% of portfolio
0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$17.01 - $20.3 $247,444 - $295,304
14,547 New
14,547 $256 Million
Q3 2024

Feb 26, 2025

SELL
$14.76 - $18.18 $27,896 - $34,360
-1,890 Reduced 10.77%
15,653 $272 Million
Q1 2024

Feb 26, 2025

SELL
$12.26 - $15.27 $58,320 - $72,639
-4,757 Reduced 21.33%
17,543 $222 Million
Q4 2023

Feb 26, 2025

SELL
$10.64 - $15.25 $19,024 - $27,267
-1,788 Reduced 7.42%
22,300 $334 Million
Q3 2023

Mar 04, 2025

BUY
$12.53 - $16.56 $119,548 - $157,998
9,541 Added 65.59%
24,088 $302 Million
Q2 2023

Feb 26, 2025

SELL
$12.74 - $16.09 $24,588 - $31,053
-1,930 Reduced 7.42%
24,088 $356 Million
Q1 2023

Feb 26, 2025

BUY
$13.65 - $17.58 $156,579 - $201,660
11,471 Added 78.85%
26,018 $364 Million

Others Institutions Holding CARE

About Carter Bankshares, Inc.


  • Ticker CARE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 24,111,200
  • Market Cap $402M
  • Description
  • Carter Bankshares, Inc. operates as the bank holding company for Carter Bank & Trust that provides various banking products and services. It accepts various deposit products, including checking, savings, retirement, and money market accounts, as well as longer-term certificates of deposits. The company also offers commercial loans comprising...
More about CARE
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.