Corient Private 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 | $2.05M | Buy |
1,049
+6
| +0.6% | +$11.7K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $1.93M | Sell |
1,043
-228
| -18% | -$423K | ﹤0.01% | 991 |
|
|
2024
Q4 | $2.69M | Sell |
1,271
-306
| -19% | -$647K | ﹤0.01% | 891 |
|
|
2024
Q3 | $2.9M | Sell |
1,577
-96
| -6% | -$177K | ﹤0.01% | 916 |
|
|
2024
Q2 | $2.82M | Buy |
1,673
+15
| +0.9% | +$25.3K | ﹤0.01% | 888 |
|
|
2024
Q1 | $2.71M | Sell |
1,658
-17
| -1% | -$27.8K | ﹤0.01% | 891 |
|
|
2023
Q4 | $2.38M | Buy |
1,675
+89
| +6% | +$126K | ﹤0.01% | 928 |
|
|
2023
Q3 | $2.19M | Buy |
1,586
+110
| +7% | +$152K | 0.01% | 874 |
|
|
2023
Q2 | $1.89M | Buy |
1,476
+51
| +4% | +$65.5K | ﹤0.01% | 916 |
|
|
2023
Q1 | $1.39M | Buy |
1,425
+337
| +31% | +$328K | ﹤0.01% | 964 |
|
|
2022
Q4 | $825K | Buy |
+1,088
| New | +$825K | ﹤0.01% | 968 |
|