Colonial Trust 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
Q2 | $391K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $195K | Hold |
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|
2022
Q4 | $152K | Hold |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $251K | Buy |
|