Edgestream Partners’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 |
-463
| Closed | -$858K | – | 906 |
|
|
2025
Q1 | $858K | Buy |
+463
| New | +$858K | 0.03% | 629 |
|
|
2024
Q4 | – | Sell |
-1,275
| Closed | -$2.35M | – | 930 |
|
|
2024
Q3 | $2.35M | Buy |
1,275
+944
| +285% | +$1.74M | 0.1% | 354 |
|
|
2024
Q2 | $557K | Buy |
+331
| New | +$557K | 0.03% | 650 |
|
|
2024
Q1 | – | Sell |
-1,574
| Closed | -$2.23M | – | 876 |
|
|
2023
Q4 | $2.23M | Buy |
1,574
+792
| +101% | +$1.12M | 0.16% | 213 |
|
|
2023
Q3 | $1.08M | Sell |
782
-722
| -48% | -$996K | 0.09% | 376 |
|
|
2023
Q2 | $1.93M | Buy |
+1,504
| New | +$1.93M | 0.17% | 196 |
|