Affinity Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $360K | Buy |
|