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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $673K | Sell |
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|
2025
Q2 | $738K | Buy |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $904K | Buy |
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|
2024
Q3 | $779K | Buy |
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|
2024
Q2 | $710K | Sell |
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|
2024
Q1 | $695K | Sell |
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|
2023
Q4 | $650K | Hold |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $368K | Sell |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $583K | Buy |
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|
2021
Q1 | $543K | Sell |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $510K | Buy |
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|
2020
Q2 | $324K | Buy |
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