Colonial Trust 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 | $391K | Hold |
200
| – | – | 0.03% | 159 |
|
|
2025
Q1 | $371K | Hold |
200
| – | – | 0.03% | 153 |
|
|
2024
Q4 | $423K | Hold |
200
| – | – | 0.04% | 152 |
|
|
2024
Q3 | $368K | Hold |
200
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $337K | Hold |
200
| – | – | 0.03% | 148 |
|
|
2024
Q1 | $327K | Hold |
200
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $284K | Hold |
200
| – | – | 0.03% | 160 |
|
|
2023
Q3 | $276K | Hold |
200
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $257K | Hold |
200
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $195K | Hold |
200
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $152K | Hold |
200
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $159K | Buy |
+200
| New | +$159K | 0.02% | 201 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$249K | – | 183 |
|
|
2021
Q4 | $249K | Hold |
300
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $253K | Hold |
300
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $250K | Hold |
300
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $251K | Buy |
+300
| New | +$251K | 0.03% | 168 |
|