Atria Wealth Solutions’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	–	Sell	-140	Closed	-$260K	–	1593
2025 Q1	$260K	Sell	140 -162	-54%	-$300K	﹤0.01%	1552
2024 Q4	$637K	Buy	302 +156	+107%	+$329K	0.01%	1128
2024 Q3	$269K	Buy	+146	New	+$269K	﹤0.01%	1569