Envestnet Portfolio Solutions’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-108
| Closed | -$201K | – | 1563 |
|
|
2025
Q1 | $201K | Sell |
108
-127
| -54% | -$236K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $496K | Buy |
235
+73
| +45% | +$154K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $299K | Buy |
162
+20
| +14% | +$36.9K | ﹤0.01% | 1454 |
|
|
2024
Q2 | $239K | Sell |
142
-41
| -22% | -$69.1K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $299K | Buy |
183
+22
| +14% | +$36K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $229K | Buy |
161
+7
| +5% | +$9.94K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $213K | Buy |
+154
| New | +$213K | ﹤0.01% | 1410 |
|