Avantax 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	$402K	Sell	205 -24	-10%	-$47K	﹤0.01%	1720
2025 Q1	$425K	Buy	229 +26	+13%	+$48.3K	﹤0.01%	1611
2024 Q4	$429K	Buy	203 +3	+2%	+$6.35K	﹤0.01%	1544
2024 Q3	$369K	Sell	200 -2	-1%	-$3.69K	﹤0.01%	1617
2024 Q2	$340K	Buy	+202	New	+$340K	﹤0.01%	1607