First Citizens Bank & Trust’s Polaris PII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $518K | Buy |
+12,749
| New | +$518K | 0.01% | 423 |
|
2022
Q3 | – | Sell |
-2,177
| Closed | -$216K | – | 372 |
|
2022
Q2 | $216K | Buy |
2,177
+12
| +0.6% | +$1.19K | 0.01% | 363 |
|
2022
Q1 | $228K | Sell |
2,165
-67
| -3% | -$7.06K | 0.01% | 379 |
|
2021
Q4 | $245K | Sell |
2,232
-83
| -4% | -$9.11K | 0.01% | 359 |
|
2021
Q3 | $277K | Buy |
2,315
+150
| +7% | +$17.9K | 0.01% | 313 |
|
2021
Q2 | $297K | Sell |
2,165
-339
| -14% | -$46.5K | 0.01% | 290 |
|
2021
Q1 | $334K | Sell |
2,504
-125
| -5% | -$16.7K | 0.02% | 266 |
|
2020
Q4 | $250K | Buy |
2,629
+75
| +3% | +$7.13K | 0.01% | 314 |
|
2020
Q3 | $241K | Sell |
2,554
-282
| -10% | -$26.6K | 0.02% | 303 |
|
2020
Q2 | $262K | Buy |
+2,836
| New | +$262K | 0.02% | 285 |
|
2013
Q4 | – | Sell |
-6,101
| Closed | -$788K | – | 679 |
|
2013
Q3 | $788K | Buy |
6,101
+133
| +2% | +$17.2K | 0.03% | 510 |
|
2013
Q2 | $567K | Buy |
+5,968
| New | +$567K | 0.02% | 602 |
|