First Citizens Bank & Trust’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
34,070
+23,894
| +235% | +$1.32M | 0.03% | 197 |
|
|
2025
Q1 | $421K | Buy |
10,176
+616
| +6% | +$25.5K | 0.01% | 332 |
|
|
2024
Q4 | $422K | Buy |
9,560
+1,532
| +19% | +$67.7K | 0.01% | 335 |
|
|
2024
Q3 | $280K | Buy |
8,028
+428
| +6% | +$14.9K | 0.01% | 381 |
|
|
2024
Q2 | $233K | Buy |
+7,600
| New | +$233K | ﹤0.01% | 405 |
|
|
2022
Q3 | – | Sell |
-18,464
| Closed | -$254K | – | 348 |
|
|
2022
Q2 | $254K | Buy |
18,464
+52
| +0.3% | +$715 | 0.01% | 323 |
|
|
2022
Q1 | $303K | Sell |
18,412
-3,220
| -15% | -$53K | 0.01% | 307 |
|
|
2021
Q4 | $430K | Buy |
21,632
+4,676
| +28% | +$92.9K | 0.02% | 243 |
|
|
2021
Q3 | $264K | Buy |
16,956
+128
| +0.8% | +$1.99K | 0.01% | 329 |
|
|
2021
Q2 | $277K | Sell |
16,828
-3,956
| -19% | -$65.1K | 0.01% | 315 |
|
|
2021
Q1 | $380K | Buy |
+20,784
| New | +$380K | 0.02% | 239 |
|
|
2019
Q3 | – | Sell |
-30,432
| Closed | -$412K | – | 397 |
|
|
2019
Q2 | $412K | Sell |
30,432
-24
| -0.1% | -$325 | 0.04% | 301 |
|
|
2019
Q1 | $395K | Buy |
30,456
+8,604
| +39% | +$112K | 0.04% | 308 |
|
|
2018
Q4 | $299K | Buy |
21,852
+8
| +0% | +$109 | 0.04% | 289 |
|
|
2018
Q3 | $302K | Buy |
+21,844
| New | +$302K | 0.03% | 332 |
|