Estate Counselors’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
Q1 | – | Sell |
-960
| Closed | -$2.03M | – | 101 |
|
|
2024
Q4 | $2.03M | Sell |
960
-25
| -3% | -$52.8K | 0.22% | 56 |
|
|
2024
Q3 | $1.81M | Buy |
985
+25
| +3% | +$46K | 0.19% | 53 |
|
|
2024
Q2 | $1.62M | Hold |
960
| – | – | 0.18% | 59 |
|
|
2024
Q1 | $1.57M | Hold |
960
| – | – | 0.18% | 68 |
|
|
2023
Q4 | $1.36M | Hold |
960
| – | – | 0.17% | 83 |
|
|
2023
Q3 | $1.32M | Sell |
960
-5
| -0.5% | -$6.9K | 0.18% | 77 |
|
|
2023
Q2 | $1.24M | Sell |
965
-705
| -42% | -$905K | 0.16% | 94 |
|
|
2023
Q1 | $1.63M | Buy |
+1,670
| New | +$1.63M | 0.21% | 50 |
|