Bell Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.3K	Sell	6 -1	-14%	-$2.01K	﹤0.01%	630
2025 Q4	$15K	Hold	7	–	–	﹤0.01%	545
2025 Q3	$12.5K	Sell	7 -2	-22%	-$3.94K	﹤0.01%	557
2025 Q2	$17.6K	Buy	9 +2	+29%	+$3.63K	﹤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%	-$1.91K	﹤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%	+$1.37K	﹤0.01%	473
2023 Q2	$8.98K	Buy	7 +4	+133%	+$4.63K	﹤0.01%	550
2023 Q1	$2.92K	Sell	3 -2	-40%	-$1.49K	﹤0.01%	1055
2022 Q4	$3.79K	Buy	5 +1	+25%	+$805	﹤0.01%	953
2022 Q3	$3K	Hold	4	–	–	﹤0.01%	901
2022 Q2	$3K	Buy	+4	New	+$2.61K	﹤0.01%	931