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