Clearstead Advisors’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 | $2.02M | Hold |
1,033
| – | – | 0.03% | 315 |
|
|
2025
Q1 | $1.92M | Sell |
1,033
-12
| -1% | -$22.2K | 0.03% | 304 |
|
|
2024
Q4 | $2.21M | Hold |
1,045
| – | – | 0.03% | 279 |
|
|
2024
Q3 | $1.92M | Hold |
1,045
| – | – | 0.03% | 303 |
|
|
2024
Q2 | $1.76M | Buy |
+1,045
| New | +$1.76M | 0.03% | 292 |
|
|
2023
Q3 | – | Sell |
-37
| Closed | -$47.5K | – | 1534 |
|
|
2023
Q2 | $47.5K | Buy |
37
+13
| +54% | +$16.7K | ﹤0.01% | 732 |
|
|
2023
Q1 | $23.4K | Sell |
24
-8
| -25% | -$7.79K | ﹤0.01% | 818 |
|
|
2022
Q4 | $24.3K | Hold |
32
| – | – | ﹤0.01% | 763 |
|
|
2022
Q3 | $26K | Hold |
32
| – | – | ﹤0.01% | 724 |
|
|
2022
Q2 | $21K | Hold |
32
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $21K | Buy |
+32
| New | +$21K | ﹤0.01% | 856 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$1K | – | 1326 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1021 |
|