FM
Family Management’s First Citizens BancShares FCNCA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.73M | Buy |
1,908
+52
| +3% | +$102K | 0.56% | 48 |
|
2025
Q1 | $3.44M | Buy |
+1,856
| New | +$3.44M | 0.56% | 46 |
|
2022
Q2 | – | Sell |
-6,361
| Closed | -$4.23M | – | 178 |
|
2022
Q1 | $4.23M | Sell |
6,361
-83
| -1% | -$55.2K | 1.17% | 24 |
|
2021
Q4 | $5.35M | Buy |
6,444
+83
| +1% | +$68.9K | 1.39% | 21 |
|
2021
Q3 | $5.36M | Buy |
6,361
+61
| +1% | +$51.4K | 1.48% | 21 |
|
2021
Q2 | $5.25M | Buy |
6,300
+33
| +0.5% | +$27.5K | 1.39% | 22 |
|
2021
Q1 | $5.24M | Sell |
6,267
-1,030
| -14% | -$861K | 1.65% | 19 |
|
2020
Q4 | $4.19M | Buy |
+7,297
| New | +$4.19M | 1.44% | 22 |
|