Cary Street Partners Investment Advisory’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 | $17.6K | Buy |
9
+2
| +29% | +$3.91K | 0.01% | 495 |
|
|
2025
Q1 | $13K | Buy |
+7
| New | +$13K | 0.01% | 466 |
|
|
2024
Q4 | – | Sell |
-134
| Closed | -$247K | – | 573 |
|
|
2024
Q3 | $247K | Sell |
134
-469
| -78% | -$863K | 0.01% | 669 |
|
|
2024
Q2 | $1.02M | Sell |
603
-156
| -21% | -$263K | 0.04% | 343 |
|
|
2024
Q1 | $1.24M | Sell |
759
-97
| -11% | -$159K | 0.05% | 315 |
|
|
2023
Q4 | $1.21M | Buy |
856
+413
| +93% | +$586K | 0.06% | 291 |
|
|
2023
Q3 | $611K | Buy |
443
+130
| +42% | +$179K | 0.03% | 368 |
|
|
2023
Q2 | $402K | Buy |
313
+281
| +878% | +$361K | 0.03% | 394 |
|
|
2023
Q1 | $31.1K | Hold |
32
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $24.3K | Buy |
+32
| New | +$24.3K | ﹤0.01% | 924 |
|