Concourse Financial Group Securities’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
Q1 | – | Sell |
-32
| Closed | -$71K | – | 2701 |
|
2024
Q4 | $71K | Buy |
32
+3
| +10% | +$6.65K | ﹤0.01% | 1060 |
|
2024
Q3 | $53.4K | Buy |
29
+2
| +7% | +$3.68K | ﹤0.01% | 1159 |
|
2024
Q2 | $45.5K | Sell |
27
-14
| -34% | -$23.6K | ﹤0.01% | 1207 |
|
2024
Q1 | $67K | Buy |
41
+13
| +46% | +$21.3K | ﹤0.01% | 1066 |
|
2023
Q4 | $39.7K | Buy |
28
+9
| +47% | +$12.8K | ﹤0.01% | 1218 |
|
2023
Q3 | $26.2K | Sell |
19
-2
| -10% | -$2.76K | ﹤0.01% | 1354 |
|
2023
Q2 | $27K | Hold |
21
| – | – | ﹤0.01% | 1345 |
|
2023
Q1 | $20.4K | Buy |
21
+11
| +110% | +$10.7K | ﹤0.01% | 1454 |
|
2022
Q4 | $7.58K | Sell |
10
-1
| -9% | -$758 | ﹤0.01% | 1739 |
|
2022
Q3 | $9K | Sell |
11
-3
| -21% | -$2.46K | ﹤0.01% | 1502 |
|
2022
Q2 | $9K | Sell |
14
-4
| -22% | -$2.57K | ﹤0.01% | 1681 |
|
2022
Q1 | $12K | Buy |
+18
| New | +$12K | ﹤0.01% | 1630 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 3903 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3843 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3732 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3656 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3579 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3426 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3330 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3354 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3302 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 3025 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 3341 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 3321 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 3202 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 2797 |
|