BHZ Capital Management’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	-3,778	Closed	-$6.18M	–	13
2024 Q1	$6.18M	Sell	3,778 -612	-14%	-$1M	7.02%	1
2023 Q4	$6.23M	Buy	4,390 +1,353	+45%	+$1.92M	3.29%	4
2023 Q3	$4.19M	Buy	3,037 +1,720	+131%	+$2.37M	3.47%	4
2023 Q2	$1.69M	Buy	+1,317	New	+$1.69M	1.19%	32