Carter Financial Group, INC.'s ownership history for XYZ

Carter Financial Group, INC. currently holds 6.1K shares with a market value of $365.8K. It started holding XYZ on 2025-06-30. At its peak, it held 6.8K shares on 2025-06-30. Its highest holding value was $463.1K on 2025-06-30. At its lowest, it held 6.1K shares on 2025-12-31, with a value of $365.8K on 2026-03-31. In the recent 180 days, Carter Financial Group, INC. has decreased its shares by 195.