Allegiance Financial Group Advisory Services’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	$2.32M	Buy	1,229 +33	+3%	+$66.2K	0.46%	28
2025 Q4	$2.57M	Buy	1,196 +10	+0.8%	+$18.8K	0.54%	27
2025 Q3	$2.12M	Buy	1,186 +152	+15%	+$300K	0.49%	29
2025 Q2	$2.02M	Sell	1,034 -26	-2%	-$47.2K	0.54%	27
2025 Q1	$1.97M	Sell	1,060 -40	-4%	-$81.5K	0.6%	27
2024 Q4	$2.32M	Sell	1,100 -121	-10%	-$254K	0.75%	26
2024 Q3	$2.25M	Buy	1,221 +40	+3%	+$76.3K	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	+$951K	0.86%	33