Diversified Trust’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 | $1.85M | Sell |
945
-32
| -3% | -$62.6K | 0.04% | 250 |
|
|
2025
Q1 | $1.81M | Sell |
977
-125
| -11% | -$232K | 0.04% | 230 |
|
|
2024
Q4 | $2.33M | Sell |
1,102
-27
| -2% | -$57.1K | 0.06% | 198 |
|
|
2024
Q3 | $2.08M | Sell |
1,129
-33
| -3% | -$60.8K | 0.05% | 223 |
|
|
2024
Q2 | $1.96M | Buy |
1,162
+78
| +7% | +$131K | 0.06% | 209 |
|
|
2024
Q1 | $1.77M | Sell |
1,084
-107
| -9% | -$175K | 0.05% | 211 |
|
|
2023
Q4 | $1.69M | Buy |
+1,191
| New | +$1.69M | 0.06% | 197 |
|