Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Carter Bankshares, Inc. | 13,062 | reported | 27 Apr 2026 | tx 37+14,138−3,217 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Apr 2026 | GRANT_AWARD | Carter Bankshares, Inc. | 1,650 | 0.00 USD | |
| 25 Feb 2026 | GRANT_AWARD | Carter Bankshares, Inc. | 1,002 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | Carter Bankshares, Inc. | 1,473 | 0.00 USD | |
| 04 Mar 2025 | GRANT_AWARD | Carter Bankshares, Inc. | 1,559 | 0.00 USD | |
| 07 May 2024 | GRANT_AWARD | Carter Bankshares, Inc. | 1,000 | 0.00 USD | |
| 14 Sept 2023 | PURCHASE | Carter Bankshares, Inc. | 21 | 13.74 USD | |
| 14 Aug 2023 | PURCHASE | Carter Bankshares, Inc. | 21 | 14.54 USD | |
| 14 Jul 2023 | PURCHASE | Carter Bankshares, Inc. | 20 | 15.12 USD | |
| 14 Jun 2023 | PURCHASE | Carter Bankshares, Inc. | 17 | 15.83 USD | |
| 05 Jun 2023 | SALE | Carter Bankshares, Inc. | 1,256 | 15.01 USD | |
| 22 May 2023 | SALE | Carter Bankshares, Inc. | 1,961 | 14.08 USD | |
| 15 May 2023 | PURCHASE | Carter Bankshares, Inc. | 22 | 13.67 USD | |
| 20 Apr 2023 | GRANT_AWARD | Carter Bankshares, Inc. | 1,703 | 0.00 USD | |
| 14 Apr 2023 | PURCHASE | Carter Bankshares, Inc. | 22 | 13.32 USD | |
| 14 Mar 2023 | PURCHASE | Carter Bankshares, Inc. | 21 | 14.31 USD | |
| 14 Feb 2023 | GRANT_AWARD | Carter Bankshares, Inc. | 1,385 | 0.00 USD | |
| 14 Feb 2023 | PURCHASE | Carter Bankshares, Inc. | 16 | 17.44 USD | |
| 17 Jan 2023 | PURCHASE | Carter Bankshares, Inc. | 18 | 16.48 USD | |
| 14 Dec 2022 | GRANT_AWARD | Carter Bankshares, Inc. | 16 | 18.31 USD | |
| 14 Nov 2022 | PURCHASE | Carter Bankshares, Inc. | 16 | 18.37 USD | |
| 14 Oct 2022 | PURCHASE | Carter Bankshares, Inc. | 17 | 16.83 USD | |
| 14 Jul 2022 | PURCHASE | Carter Bankshares, Inc. | 22 | 13.03 USD | |
| 14 Jun 2022 | PURCHASE | Carter Bankshares, Inc. | 22 | 13.60 USD | |
| 17 Mar 2022 | GRANT_AWARD | Carter Bankshares, Inc. | 1,500 | 0.00 USD | |
| 17 Feb 2022 | GRANT_AWARD | Carter Bankshares, Inc. | 1,406 | 0.00 USD |