EverSource Wealth Advisors’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 | $172K | Buy |
88
+21
| +31% | +$41.1K | 0.01% | 923 |
|
|
2025
Q1 | $124K | Buy |
67
+19
| +40% | +$35.2K | 0.01% | 833 |
|
|
2024
Q4 | $101K | Sell |
48
-21
| -30% | -$44.4K | 0.01% | 892 |
|
|
2024
Q3 | $127K | Buy |
69
+6
| +10% | +$11K | 0.01% | 711 |
|
|
2024
Q2 | $132K | Sell |
63
-4
| -6% | -$8.35K | 0.01% | 705 |
|
|
2024
Q1 | $113K | Buy |
67
+1
| +2% | +$1.69K | 0.01% | 671 |
|
|
2023
Q4 | $93.7K | Buy |
66
+1
| +2% | +$1.42K | 0.01% | 665 |
|
|
2023
Q3 | $89.7K | Hold |
65
| – | – | 0.01% | 607 |
|
|
2023
Q2 | $83.4K | Sell |
65
-51
| -44% | -$65.5K | 0.01% | 645 |
|
|
2023
Q1 | $113K | Sell |
116
-11
| -9% | -$10.7K | 0.01% | 506 |
|
|
2022
Q4 | $96.3K | Sell |
127
-1
| -0.8% | -$758 | 0.01% | 520 |
|
|
2022
Q3 | $102K | Buy |
128
+88
| +220% | +$70.1K | 0.02% | 428 |
|
|
2022
Q2 | $26K | Hold |
40
| – | – | 0.01% | 761 |
|
|
2022
Q1 | $27K | Buy |
+40
| New | +$27K | 0.01% | 598 |
|