Anchor Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Anchor Investment Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.5M	Buy	13,036 +4,585	+54%	+$8.97M	2.24%	5
2025 Q1	$15.7M	Sell	8,451 -92	-1%	-$171K	1.46%	12
2024 Q4	$18.1M	Hold	8,543	–	–	1.68%	10
2024 Q3	$15.7M	Sell	8,543 -93	-1%	-$171K	1.48%	13
2024 Q2	$14.5M	Buy	8,636 +718	+9%	+$1.21M	1.5%	14
2024 Q1	$12.9M	Hold	7,918	–	–	1.36%	14
2023 Q4	$11.2M	Hold	7,918	–	–	1.29%	14
2023 Q3	$10.9M	Hold	7,918	–	–	1.43%	13
2023 Q2	$10.2M	Hold	7,918	–	–	1.3%	14
2023 Q1	$7.71M	Hold	7,918	–	–	1.05%	19
2022 Q4	$6M	Hold	7,918	–	–	0.86%	26
2022 Q3	$6.31M	Hold	7,918	–	–	0.98%	25
2022 Q2	$5.18M	Hold	7,918	–	–	0.75%	34
2022 Q1	$5.27M	Buy	7,918 +20	+0.3%	+$13.3K	0.66%	39
2021 Q4	$6.55M	Hold	7,898	–	–	0.81%	27
2021 Q3	$6.66M	Hold	7,898	–	–	0.93%	21
2021 Q2	$6.58M	Hold	7,898	–	–	0.91%	23
2021 Q1	$6.6M	Hold	7,898	–	–	1.01%	21
2020 Q4	$4.54M	Sell	7,898 -50	-0.6%	-$28.7K	0.82%	28
2020 Q3	$2.53M	Hold	7,948	–	–	0.51%	58
2020 Q2	$3.22M	Buy	7,948 +984	+14%	+$399K	0.72%	33
2020 Q1	$2.32M	Hold	6,964	–	–	0.6%	50
2019 Q4	$3.71M	Hold	6,964	–	–	0.79%	31
2019 Q3	$3.28M	Hold	6,964	–	–	0.76%	28
2019 Q2	$3.14M	Hold	6,964	–	–	0.75%	30
2019 Q1	$2.84M	Hold	6,964	–	–	0.71%	32
2018 Q4	$2.63M	Hold	6,964	–	–	0.75%	29
2018 Q3	$3.15M	Hold	6,964	–	–	0.72%	33
2018 Q2	$2.81M	Hold	6,964	–	–	0.69%	32
2018 Q1	$2.88M	Hold	6,964	–	–	0.75%	30
2017 Q4	$2.81M	Hold	6,964	–	–	0.74%	33
2017 Q3	$2.6M	Hold	6,964	–	–	0.76%	32
2017 Q2	$2.6M	Hold	6,964	–	–	0.86%	28
2017 Q1	$2.34M	Buy	6,964 +3,051	+78%	+$1.02M	0.8%	32
2016 Q4	$1.39M	Sell	3,913 -473	-11%	-$168K	0.52%	57
2016 Q3	$1.29M	Hold	4,386	–	–	0.5%	59
2016 Q2	$1.14M	Sell	4,386 -100	-2%	-$25.9K	0.45%	67
2016 Q1	$1.13M	Buy	+4,486	New	+$1.13M	0.46%	66