AFCM
Applied Finance Capital Management’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
358
+22
| +7% | +$43K | 0.05% | 167 |
|
|
2025
Q1 | $623K | Hold |
336
| – | – | 0.05% | 174 |
|
|
2024
Q4 | $710K | Hold |
336
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $619K | Sell |
336
-57
| -15% | -$105K | 0.03% | 178 |
|
|
2024
Q2 | $662K | Buy |
+393
| New | +$662K | 0.03% | 152 |
|