Ballentine Partners’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	$205K	Buy	+105	New	+$205K	﹤0.01%	875
2025 Q1	–	Sell	-130	Closed	-$274K	–	938
2024 Q4	$274K	Sell	130 -3	-2%	-$6.33K	﹤0.01%	631
2024 Q3	$245K	Buy	+133	New	+$245K	﹤0.01%	666