EverSource Wealth Advisors’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
2026 Q1	$124K	Sell	66 -8	-11%	-$16.1K	﹤0.01%	1303
2025 Q4	$159K	Sell	74 -8	-10%	-$15.1K	0.01%	1067
2025 Q3	$147K	Sell	82 -6	-7%	-$11.8K	0.01%	1075
2025 Q2	$172K	Buy	88 +21	+31%	+$38.1K	0.01%	925
2025 Q1	$124K	Buy	67 +19	+40%	+$38.7K	0.01%	834
2024 Q4	$101K	Sell	48 -21	-30%	-$44K	0.01%	892
2024 Q3	$127K	Buy	69 +6	+10%	+$11.4K	0.01%	711
2024 Q2	$132K	Sell	63 -4	-6%	-$6.69K	0.01%	705
2024 Q1	$113K	Buy	67 +1	+2%	+$1.5K	0.01%	671
2023 Q4	$93.7K	Buy	66 +1	+2%	+$1.4K	0.01%	665
2023 Q3	$89.7K	Hold	65	–	–	0.01%	607
2023 Q2	$83.4K	Sell	65 -51	-44%	-$59K	0.01%	645
2023 Q1	$113K	Sell	116 -11	-9%	-$8.17K	0.01%	506
2022 Q4	$96.3K	Sell	127 -1	-0.8%	-$805	0.01%	520
2022 Q3	$102K	Buy	128 +88	+220%	+$68.8K	0.02%	428
2022 Q2	$26K	Hold	40	–	–	0.01%	761
2022 Q1	$27K	Buy	+40	New	+$31.1K	0.01%	598