Coldstream Capital Management’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 | $552K | Buy |
282
+22
| +8% | +$43K | 0.01% | 617 |
|
|
2025
Q1 | $482K | Sell |
260
-3
| -1% | -$5.56K | 0.01% | 615 |
|
|
2024
Q4 | $556K | Sell |
263
-5
| -2% | -$10.6K | 0.01% | 561 |
|
|
2024
Q3 | $500K | Buy |
268
+24
| +10% | +$44.8K | 0.01% | 612 |
|
|
2024
Q2 | $411K | Sell |
244
-13
| -5% | -$21.9K | 0.01% | 628 |
|
|
2024
Q1 | $420K | Hold |
257
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $365K | Buy |
257
+87
| +51% | +$123K | 0.01% | 634 |
|
|
2023
Q3 | $235K | Sell |
170
-15
| -8% | -$20.7K | 0.01% | 691 |
|
|
2023
Q2 | $237K | Buy |
+185
| New | +$237K | 0.01% | 707 |
|