Cerity Partners’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 | $3.9M | Buy |
1,921
+698
| +57% | +$1.42M | 0.01% | 920 |
|
|
2025
Q1 | $2.27M | Sell |
1,223
-51
| -4% | -$94.6K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $2.63M | Sell |
1,274
-16
| -1% | -$33.1K | 0.01% | 982 |
|
|
2024
Q3 | $2.38M | Buy |
1,290
+327
| +34% | +$602K | 0.01% | 1014 |
|
|
2024
Q2 | $1.62M | Sell |
963
-142
| -13% | -$239K | ﹤0.01% | 1007 |
|
|
2024
Q1 | $1.81M | Buy |
1,105
+283
| +34% | +$462K | ﹤0.01% | 1015 |
|
|
2023
Q4 | $1.17M | Buy |
822
+122
| +17% | +$173K | ﹤0.01% | 924 |
|
|
2023
Q3 | $966K | Sell |
700
-62
| -8% | -$85.5K | ﹤0.01% | 764 |
|
|
2023
Q2 | $978K | Buy |
762
+11
| +1% | +$14.1K | ﹤0.01% | 929 |
|
|
2023
Q1 | $748K | Sell |
751
-63
| -8% | -$62.8K | ﹤0.01% | 1108 |
|
|
2022
Q4 | $618K | Buy |
814
+71
| +10% | +$53.9K | ﹤0.01% | 848 |
|
|
2022
Q3 | $593K | Buy |
743
+10
| +1% | +$7.98K | 0.01% | 652 |
|
|
2022
Q2 | $480K | Buy |
+733
| New | +$480K | 0.01% | 759 |
|