Affinity Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-437
| Closed | -$923K | – | 141 |
|
|
2024
Q4 | $923K | Sell |
437
-256
| -37% | -$541K | 0.77% | 45 |
|
|
2024
Q3 | $1.28M | Sell |
693
-5
| -0.7% | -$9.21K | 0.88% | 39 |
|
|
2024
Q2 | $1.18M | Hold |
698
| – | – | 0.88% | 41 |
|
|
2024
Q1 | $1.14M | Hold |
698
| – | – | 0.83% | 44 |
|
|
2023
Q4 | $990K | Buy |
698
+1
| +0.1% | +$1.42K | 0.67% | 50 |
|
|
2023
Q3 | $962K | Buy |
+697
| New | +$962K | 0.62% | 53 |
|