Farther Finance 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 | $667K | Buy |
341
+101
| +42% | +$198K | 0.01% | 766 |
|
2025
Q1 | $438K | Buy |
240
+28
| +13% | +$51.1K | 0.01% | 840 |
|
2024
Q4 | $448K | Buy |
212
+166
| +361% | +$351K | 0.02% | 627 |
|
2024
Q3 | $84.7K | Buy |
46
+1
| +2% | +$1.84K | ﹤0.01% | 1380 |
|
2024
Q2 | $76.4K | Buy |
45
+11
| +32% | +$18.7K | ﹤0.01% | 1243 |
|
2024
Q1 | $54.6K | Buy |
34
+2
| +6% | +$3.21K | ﹤0.01% | 1156 |
|
2023
Q4 | $45.4K | Buy |
32
+6
| +23% | +$8.52K | ﹤0.01% | 1068 |
|
2023
Q3 | $35.9K | Buy |
26
+5
| +24% | +$6.9K | 0.01% | 894 |
|
2023
Q2 | $27K | Buy |
21
+2
| +11% | +$2.57K | 0.01% | 897 |
|
2023
Q1 | $18.5K | Sell |
19
-3
| -14% | -$2.92K | 0.01% | 930 |
|
2022
Q4 | $16.7K | Buy |
+22
| New | +$16.7K | 0.01% | 789 |
|