Baird Financial Group’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-209
| Closed | -$342K | – | 1778 |
|
|
2024
Q1 | $342K | Hold |
209
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q4 | $297K | Sell |
209
-1
| -0.5% | -$1.42K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $290K | Sell |
210
-37
| -15% | -$51.1K | ﹤0.01% | 1513 |
|
|
2023
Q2 | $317K | Buy |
+247
| New | +$317K | ﹤0.01% | 1486 |
|
|
2022
Q4 | – | Sell |
-401
| Closed | -$320K | – | 1711 |
|
|
2022
Q3 | $320K | Sell |
401
-400
| -50% | -$319K | ﹤0.01% | 1440 |
|
|
2022
Q2 | $524K | Hold |
801
| – | – | ﹤0.01% | 1329 |
|
|
2022
Q1 | $533K | Buy |
801
+1
| +0.1% | +$665 | ﹤0.01% | 1375 |
|
|
2021
Q4 | $664K | Hold |
800
| – | – | ﹤0.01% | 1358 |
|
|
2021
Q3 | $675K | Hold |
800
| – | – | ﹤0.01% | 1359 |
|
|
2021
Q2 | $666K | Hold |
800
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q1 | $669K | Hold |
800
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q4 | $459K | Hold |
800
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q3 | $255K | Hold |
800
| – | – | ﹤0.01% | 1343 |
|
|
2020
Q2 | $324K | Hold |
800
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q1 | $266K | Hold |
800
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q4 | $426K | Hold |
800
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q3 | $377K | Buy |
+800
| New | +$377K | ﹤0.01% | 1255 |
|