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INDEPENDENT FINANCIAL GROUP, LLC → CARE
INDEPENDENT FINANCIAL GROUP, LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
8
Latest value
$479K
Q3 2026
Peak value
$1.4M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $856K |
| Q1 2025 | $695K |
| Q2 2025 | $1.2M |
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q2 2026 | $617K |
| Q3 2026 | $479K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $479K | 15.3K | — | — |
| Q2 2026 | $617K | 15.0K | — | — |
| Q1 2026 | $1.4M | 39.3K | — | — |
| Q4 2025 | $1.3M | 39.3K | — | — |
| Q3 2025 | $1.1M | 39.4K | — | — |
| Q2 2025 | $1.2M | 39.4K | — | — |
| Q1 2025 | $695K | 17.0K | — | — |
| Q4 2024 | $856K | 15.8K | — | — |