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Kestra Advisory Services, LLC → CARE
Kestra Advisory Services, LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
4
Latest value
$517K
Q3 2026
Peak value
$679K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $510K |
| Q4 2025 | $112K |
| Q2 2026 | $679K |
| Q3 2026 | $517K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $517K | 16.5K | — | — |
| Q2 2026 | $679K | 16.5K | — | — |
| Q4 2025 | $112K | 3.5K | — | — |
| Q3 2025 | $510K | 18.1K | — | — |