Creative Planning’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 | $3.12M | Buy |
1,593
+314
| +25% | +$614K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $2.37M | Buy |
1,279
+46
| +4% | +$85.3K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $2.61M | Buy |
1,233
+95
| +8% | +$201K | ﹤0.01% | 974 |
|
|
2024
Q3 | $2.1M | Buy |
1,138
+49
| +4% | +$90.2K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $1.83M | Buy |
1,089
+47
| +5% | +$79.1K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $1.7M | Buy |
1,042
+98
| +10% | +$160K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $1.34M | Buy |
944
+230
| +32% | +$327K | ﹤0.01% | 1091 |
|
|
2023
Q3 | $986K | Buy |
714
+55
| +8% | +$75.9K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $846K | Buy |
659
+232
| +54% | +$298K | ﹤0.01% | 1215 |
|
|
2023
Q1 | $416K | Sell |
427
-170
| -28% | -$165K | ﹤0.01% | 1582 |
|
|
2022
Q4 | $453K | Buy |
597
+91
| +18% | +$69K | ﹤0.01% | 1479 |
|
|
2022
Q3 | $404K | Sell |
506
-131
| -21% | -$105K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $417K | Buy |
637
+187
| +42% | +$122K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $299K | Sell |
450
-24
| -5% | -$15.9K | ﹤0.01% | 1646 |
|
|
2021
Q4 | $394K | Sell |
474
-187
| -28% | -$155K | ﹤0.01% | 1444 |
|
|
2021
Q3 | $557K | Sell |
661
-1
| -0.2% | -$843 | ﹤0.01% | 1227 |
|
|
2021
Q2 | $551K | Buy |
662
+21
| +3% | +$17.5K | ﹤0.01% | 1223 |
|
|
2021
Q1 | $535K | Buy |
641
+15
| +2% | +$12.5K | ﹤0.01% | 1370 |
|
|
2020
Q4 | $359K | Buy |
+626
| New | +$359K | ﹤0.01% | 1484 |
|
|
2020
Q3 | – | Sell |
-626
| Closed | -$253K | – | 1970 |
|
|
2020
Q2 | $253K | Hold |
626
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q1 | $208K | Hold |
626
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q4 | $333K | Hold |
626
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q3 | $295K | Hold |
626
| – | – | ﹤0.01% | 1364 |
|
|
2019
Q2 | $282K | Hold |
626
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q1 | $255K | Hold |
626
| – | – | ﹤0.01% | 1420 |
|
|
2018
Q4 | $236K | Hold |
626
| – | – | ﹤0.01% | 1371 |
|
|
2018
Q3 | $283K | Sell |
626
-50
| -7% | -$22.6K | ﹤0.01% | 1427 |
|
|
2018
Q2 | $272K | Buy |
676
+50
| +8% | +$20.1K | ﹤0.01% | 1413 |
|
|
2018
Q1 | $258K | Hold |
626
| – | – | ﹤0.01% | 1427 |
|
|
2017
Q4 | $252K | Hold |
626
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q3 | $234K | Hold |
626
| – | – | ﹤0.01% | 1472 |
|
|
2017
Q2 | $233K | Hold |
626
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q1 | $210K | Hold |
626
| – | – | ﹤0.01% | 1448 |
|
|
2016
Q4 | $222K | Hold |
626
| – | – | ﹤0.01% | 1352 |
|
|
2016
Q3 | $184K | Hold |
626
| – | – | ﹤0.01% | 1440 |
|
|
2016
Q2 | $162K | Hold |
626
| – | – | ﹤0.01% | 1355 |
|
|
2016
Q1 | $157K | Hold |
626
| – | – | ﹤0.01% | 1341 |
|
|
2015
Q4 | $161K | Hold |
626
| – | – | ﹤0.01% | 1330 |
|
|
2015
Q3 | $141K | Buy |
+626
| New | +$141K | ﹤0.01% | 1375 |
|
|
2015
Q2 | – | Sell |
-626
| Closed | -$162K | – | 1647 |
|
|
2015
Q1 | $162K | Hold |
626
| – | – | ﹤0.01% | 1291 |
|
|
2014
Q4 | $158K | Buy |
626
+67
| +12% | +$16.9K | ﹤0.01% | 1272 |
|
|
2014
Q3 | $121K | Hold |
559
| – | – | ﹤0.01% | 1339 |
|
|
2014
Q2 | $137K | Hold |
559
| – | – | ﹤0.01% | 1234 |
|
|
2014
Q1 | $134K | Hold |
559
| – | – | ﹤0.01% | 1206 |
|
|
2013
Q4 | $124K | Hold |
559
| – | – | ﹤0.01% | 1080 |
|
|
2013
Q3 | $115K | Hold |
559
| – | – | ﹤0.01% | 1035 |
|
|
2013
Q2 | $107K | Buy |
+559
| New | +$107K | ﹤0.01% | 945 |
|