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
2026 Q1	$1.01M	Sell	534 -1	-0.2%	-$2.01K	0.15%	40
2025 Q4	$1.15M	Sell	535 -2	-0.4%	-$3.77K	0.16%	43
2025 Q3	$961K	Buy	537 +32	+6%	+$63.1K	0.14%	47
2025 Q2	$988K	Sell	505 -3	-0.6%	-$5.44K	0.16%	46
2025 Q1	$942K	Buy	508 +30	+6%	+$61.1K	0.17%	44
2024 Q4	$1.01M	Buy	478 +30	+7%	+$62.9K	0.18%	44
2024 Q3	$825K	Buy	448 +241	+116%	+$460K	0.15%	48
2024 Q2	$349K	Buy	207 +2	+1%	+$3.35K	0.06%	71
2024 Q1	$335K	Hold	205	–	–	0.06%	79
2023 Q4	$291K	Hold	205	–	–	0.06%	79
2023 Q3	$283K	Buy	205 +2	+1%	+$2.75K	0.07%	78
2023 Q2	$261K	Buy	+203	New	+$235K	0.06%	86
2023 Q1	–	Sell	-352	Closed	-$267K	–	116
2022 Q4	$267K	Sell	352 -9	-2%	-$7.25K	0.06%	82
2022 Q3	$288K	Buy	361 +7	+2%	+$5.47K	0.07%	73
2022 Q2	$239K	Buy	354 +4	+1%	+$2.61K	0.06%	87
2022 Q1	$224K	Sell	350 -56	-14%	-$43.6K	0.05%	98
2021 Q4	$360K	Buy	+406	New	+$339K	0.07%	76