Clifford Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,126
| Closed | -$9.15M | – | 53 |
|
|
2023
Q2 | $9.15M | Sell |
7,126
-2,035
| -22% | -$2.61M | 2.65% | 22 |
|
|
2023
Q1 | $8.91M | Sell |
9,161
-6,610
| -42% | -$6.43M | 2.74% | 22 |
|
|
2022
Q4 | $12M | Buy |
15,771
+2,363
| +18% | +$1.79M | 3.63% | 11 |
|
|
2022
Q3 | $10.7M | Buy |
13,408
+20
| +0.1% | +$15.9K | 4.57% | 5 |
|
|
2022
Q2 | $8.75M | Buy |
13,388
+4,827
| +56% | +$3.16M | 3.5% | 14 |
|
|
2022
Q1 | $5.7M | Buy |
+8,561
| New | +$5.7M | 3.07% | 20 |
|