First Citizens Bank & Trust’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $685K | Buy |
61,610
+44,767
| +266% | +$498K | 0.01% | 357 |
|
2025
Q1 | $196K | Buy |
16,843
+154
| +0.9% | +$1.8K | 0.01% | 497 |
|
2024
Q4 | $228K | Buy |
16,689
+2,402
| +17% | +$32.9K | ﹤0.01% | 430 |
|
2024
Q3 | $239K | Buy |
14,287
+677
| +5% | +$11.3K | 0.01% | 415 |
|
2024
Q2 | $162K | Buy |
+13,610
| New | +$162K | ﹤0.01% | 435 |
|
2023
Q1 | – | Sell |
-18,527
| Closed | -$154K | – | 339 |
|
2022
Q4 | $154K | Buy |
+18,527
| New | +$154K | ﹤0.01% | 311 |
|