Cambridge Investment Research 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 | $401K | Buy |
205
+15
| +8% | +$29.3K | ﹤0.01% | 2744 |
|
|
2025
Q1 | $352K | Buy |
190
+27
| +17% | +$50K | ﹤0.01% | 2735 |
|
|
2024
Q4 | $344K | Buy |
163
+5
| +3% | +$10.6K | ﹤0.01% | 2735 |
|
|
2024
Q3 | $291K | Sell |
158
-1
| -0.6% | -$1.84K | ﹤0.01% | 2856 |
|
|
2024
Q2 | $268K | Hold |
159
| – | – | ﹤0.01% | 2794 |
|
|
2024
Q1 | $260K | Buy |
+159
| New | +$260K | ﹤0.01% | 2815 |
|
|
2023
Q3 | – | Sell |
-318
| Closed | -$408K | – | 3180 |
|
|
2023
Q2 | $408K | Buy |
318
+14
| +5% | +$18K | ﹤0.01% | 2282 |
|
|
2023
Q1 | $296K | Buy |
304
+3
| +1% | +$2.92K | ﹤0.01% | 2502 |
|
|
2022
Q4 | $228K | Buy |
301
+2
| +0.7% | +$1.52K | ﹤0.01% | 2651 |
|
|
2022
Q3 | $238K | Buy |
+299
| New | +$238K | ﹤0.01% | 2562 |
|
|
2022
Q1 | – | Sell |
-257
| Closed | -$213K | – | 3205 |
|
|
2021
Q4 | $213K | Hold |
257
| – | – | ﹤0.01% | 2841 |
|
|
2021
Q3 | $217K | Hold |
257
| – | – | ﹤0.01% | 2747 |
|
|
2021
Q2 | $214K | Sell |
257
-37
| -13% | -$30.8K | ﹤0.01% | 2771 |
|
|
2021
Q1 | $246K | Buy |
+294
| New | +$246K | ﹤0.01% | 2440 |
|
|
2019
Q4 | – | Sell |
-1,384
| Closed | -$653K | – | 2426 |
|
|
2019
Q3 | $653K | Buy |
+1,384
| New | +$653K | 0.01% | 1325 |
|