Allegiance Financial Group Advisory Services’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
Q2 | $2.02M | Sell |
1,034
-26
| -2% | -$50.9K | 0.54% | 27 |
|
|
2025
Q1 | $1.97M | Sell |
1,060
-40
| -4% | -$74.2K | 0.6% | 27 |
|
|
2024
Q4 | $2.32M | Sell |
1,100
-121
| -10% | -$256K | 0.75% | 26 |
|
|
2024
Q3 | $2.25M | Buy |
1,221
+40
| +3% | +$73.6K | 0.78% | 26 |
|
|
2024
Q2 | $1.99M | Hold |
1,181
| – | – | 0.76% | 27 |
|
|
2024
Q1 | $1.93M | Hold |
1,181
| – | – | 0.79% | 27 |
|
|
2023
Q4 | $1.68M | Hold |
1,181
| – | – | 0.79% | 29 |
|
|
2023
Q3 | $1.63M | Hold |
1,181
| – | – | 0.92% | 28 |
|
|
2023
Q2 | $1.52M | Hold |
1,181
| – | – | 0.89% | 29 |
|
|
2023
Q1 | $1.15M | Hold |
1,181
| – | – | 0.85% | 32 |
|
|
2022
Q4 | $896K | Buy |
+1,181
| New | +$896K | 0.86% | 33 |
|