Bell Investment Advisors’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 | $17.6K | Buy |
9
+2
| +29% | +$3.91K | ﹤0.01% | 465 |
|
|
2025
Q1 | $13K | Hold |
7
| – | – | ﹤0.01% | 509 |
|
|
2024
Q4 | $14.8K | Hold |
7
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $12.9K | Sell |
7
-1
| -13% | -$1.84K | ﹤0.01% | 527 |
|
|
2024
Q2 | $13.5K | Hold |
8
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $13.1K | Hold |
8
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $11.4K | Hold |
8
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $11K | Buy |
8
+1
| +14% | +$1.38K | ﹤0.01% | 473 |
|
|
2023
Q2 | $8.99K | Buy |
7
+4
| +133% | +$5.13K | ﹤0.01% | 550 |
|
|
2023
Q1 | $2.92K | Sell |
3
-2
| -40% | -$1.95K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $3.79K | Buy |
5
+1
| +25% | +$758 | ﹤0.01% | 953 |
|
|
2022
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 901 |
|
|
2022
Q2 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 931 |
|