Benjamin Edwards Inc’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	$1.29M	Buy	685 +148	+28%	+$297K	0.01%	672
2025 Q4	$1.15M	Buy	537 +47	+10%	+$88.6K	0.01%	660
2025 Q3	$877K	Buy	490 +45	+10%	+$88.7K	0.01%	737
2025 Q2	$871K	Buy	445 +35	+9%	+$63.5K	0.01%	679
2025 Q1	$760K	Buy	410 +19	+5%	+$38.7K	0.01%	670
2024 Q4	$826K	Buy	391 +29	+8%	+$60.8K	0.01%	673
2024 Q3	$667K	Buy	362 +119	+49%	+$227K	0.01%	708
2024 Q2	$409K	Sell	243 -108	-31%	-$181K	0.08%	246
2024 Q1	$574K	Buy	351 +103	+42%	+$155K	0.11%	201
2023 Q4	$352K	Buy	248 +28	+13%	+$39.3K	0.08%	232
2023 Q3	$304K	Buy	220 +58	+36%	+$79.7K	0.07%	223
2023 Q2	$208K	Buy	162 +26	+19%	+$30.1K	0.05%	269
2023 Q1	$132K	Buy	136 +83	+157%	+$61.6K	0.03%	334
2022 Q4	$40K	Buy	+53	New	+$42.7K	0.01%	436