CIBC Private Wealth Group’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 | $430K | Buy |
220
+11
| +5% | +$21.5K | ﹤0.01% | 874 |
|
|
2025
Q1 | $326K | Buy |
209
+40
| +24% | +$62.5K | ﹤0.01% | 938 |
|
|
2024
Q4 | $354K | Sell |
169
-8
| -5% | -$16.8K | ﹤0.01% | 967 |
|
|
2024
Q3 | $326K | Buy |
177
+30
| +20% | +$55.2K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $248K | Sell |
147
-17
| -10% | -$28.7K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $264K | Buy |
+164
| New | +$264K | ﹤0.01% | 1019 |
|