Carolinas Wealth Consulting’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 | – | Sell |
-248
| Closed | -$460K | – | 310 |
|
|
2025
Q1 | $460K | Sell |
248
-1
| -0.4% | -$1.86K | 0.1% | 110 |
|
|
2024
Q4 | $524K | Buy |
249
+233
| +1,456% | +$490K | 0.1% | 102 |
|
|
2024
Q3 | $27.7K | Sell |
16
-1
| -6% | -$1.73K | 0.01% | 438 |
|
|
2024
Q2 | $27K | Hold |
17
| – | – | 0.01% | 445 |
|
|
2024
Q1 | $27.8K | Hold |
17
| – | – | 0.01% | 449 |
|
|
2023
Q4 | $24.2K | Buy |
17
+7
| +70% | +$9.95K | 0.01% | 423 |
|
|
2023
Q3 | $13.8K | Hold |
10
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $12.8K | Buy |
+10
| New | +$12.8K | ﹤0.01% | 558 |
|