Capstone 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 | $350K | Sell |
179
-2,840
| -94% | -$5.56M | ﹤0.01% | 668 |
|
|
2025
Q1 | $5.6M | Buy |
3,019
+2,922
| +3,012% | +$5.42M | 0.01% | 176 |
|
|
2024
Q4 | $205K | Buy |
+97
| New | +$205K | ﹤0.01% | 661 |
|
|
2024
Q3 | – | Sell |
-208
| Closed | -$350K | – | 946 |
|
|
2024
Q2 | $350K | Sell |
208
-152
| -42% | -$256K | ﹤0.01% | 696 |
|
|
2024
Q1 | $589K | Buy |
360
+65
| +22% | +$106K | ﹤0.01% | 771 |
|
|
2023
Q4 | $419K | Sell |
295
-12
| -4% | -$17K | ﹤0.01% | 571 |
|
|
2023
Q3 | $424K | Buy |
+307
| New | +$424K | ﹤0.01% | 648 |
|
|
2022
Q2 | – | Sell |
-310
| Closed | -$206K | – | 991 |
|
|
2022
Q1 | $206K | Buy |
+310
| New | +$206K | ﹤0.01% | 665 |
|