Clearstead Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Sell |
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|
2025
Q2 | $2.02M | Hold |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $2.21M | Hold |
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|
2024
Q3 | $1.92M | Hold |
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|
2024
Q2 | $1.76M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $47.5K | Buy |
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|
2023
Q1 | $23.4K | Sell |
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|
2022
Q4 | $24.3K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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