Creative Planning’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.04M | Buy |
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|
2025
Q2 | $3.12M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $986K | Buy |
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|
2023
Q2 | $846K | Buy |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $557K | Sell |
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|
2021
Q2 | $551K | Buy |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $208K | Hold |
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|
2019
Q4 | $333K | Hold |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $236K | Hold |
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|
2018
Q3 | $283K | Sell |
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|
2018
Q2 | $272K | Buy |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $252K | Hold |
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|
2017
Q3 | $234K | Hold |
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|
2017
Q2 | $233K | Hold |
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|
2017
Q1 | $210K | Hold |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $184K | Hold |
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|
2016
Q2 | $162K | Hold |
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|
2016
Q1 | $157K | Hold |
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|
2015
Q4 | $161K | Hold |
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|
2015
Q3 | $141K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $162K | Hold |
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|
2014
Q4 | $158K | Buy |
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|
2014
Q3 | $121K | Hold |
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|
2014
Q2 | $137K | Hold |
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|
2014
Q1 | $134K | Hold |
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|
2013
Q4 | $124K | Hold |
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|
2013
Q3 | $115K | Hold |
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|
2013
Q2 | $107K | Buy |
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