Cook Wealth’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 | – | Sell |
-698
| Closed | -$1.24M | – | 18 |
|
|
2025
Q1 | $1.24M | Sell |
698
-2
| -0.3% | -$3.56K | 0.6% | 21 |
|
|
2024
Q4 | $1.55M | Sell |
700
-6
| -0.8% | -$13.3K | 0.73% | 19 |
|
|
2024
Q3 | $1.39M | Sell |
706
-60
| -8% | -$118K | 0.7% | 21 |
|
|
2024
Q2 | $1.57M | Sell |
766
-58
| -7% | -$119K | 0.85% | 19 |
|
|
2024
Q1 | $1.41M | Sell |
824
-12
| -1% | -$20.6K | 0.85% | 17 |
|
|
2023
Q4 | $1.19M | Sell |
836
-45
| -5% | -$64.1K | 0.75% | 17 |
|
|
2023
Q3 | $1.25M | Sell |
881
-14
| -2% | -$19.8K | 0.96% | 15 |
|
|
2023
Q2 | $1.27M | Hold |
895
| – | – | 0.98% | 11 |
|
|
2023
Q1 | $894K | Sell |
895
-34
| -4% | -$34K | 0.76% | 10 |
|
|
2022
Q4 | $705K | Hold |
929
| – | – | 0.68% | 12 |
|
|
2022
Q3 | $734K | Sell |
929
-17
| -2% | -$13.4K | 0.8% | 13 |
|
|
2022
Q2 | $749K | Hold |
946
| – | – | 0.77% | 12 |
|
|
2022
Q1 | $626K | Sell |
946
-152
| -14% | -$101K | 0.66% | 14 |
|
|
2021
Q4 | $864K | Buy |
+1,098
| New | +$864K | 0.89% | 9 |
|