Exencial 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	$654K	Sell	347 -29	-8%	-$58.2K	0.02%	358
2025 Q4	$807K	Hold	376	–	–	0.03%	327
2025 Q3	$673K	Sell	376 -1	-0.3%	-$1.97K	0.02%	334
2025 Q2	$738K	Buy	377 +1	+0.3%	+$1.81K	0.03%	325
2025 Q1	$697K	Sell	376 -52	-12%	-$106K	0.03%	331
2024 Q4	$904K	Buy	428 +5	+1%	+$10.5K	0.03%	294
2024 Q3	$779K	Buy	423 +1	+0.2%	+$1.91K	0.03%	301
2024 Q2	$710K	Sell	422 -3	-0.7%	-$5.02K	0.03%	308
2024 Q1	$695K	Sell	425 -33	-7%	-$49.6K	0.03%	315
2023 Q4	$650K	Hold	458	–	–	0.03%	311
2023 Q3	$632K	Buy	458 +2	+0.4%	+$2.75K	0.03%	270
2023 Q2	$585K	Buy	456 +5	+1%	+$5.78K	0.03%	277
2023 Q1	$439K	Sell	451 -103	-19%	-$76.5K	0.02%	301
2022 Q4	$420K	Hold	554	–	–	0.02%	314
2022 Q3	$442K	Buy	554 +3	+0.5%	+$2.34K	0.03%	290
2022 Q2	$360K	Sell	551 -2	-0.4%	-$1.3K	0.02%	319
2022 Q1	$368K	Sell	553 -49	-8%	-$38.1K	0.02%	325
2021 Q4	$500K	Buy	602 +2	+0.3%	+$1.67K	0.02%	310
2021 Q3	$506K	Sell	600 -100	-14%	-$83.1K	0.02%	242
2021 Q2	$583K	Buy	700 +50	+8%	+$42.6K	0.03%	292
2021 Q1	$543K	Sell	650 -100	-13%	-$72.4K	0.03%	268
2020 Q4	$431K	Sell	750 -850	-53%	-$429K	0.03%	261
2020 Q3	$510K	Buy	1,600 +800	+100%	+$309K	0.03%	253
2020 Q2	$324K	Buy	+800	New	+$293K	0.03%	260