First Citizens Financial Corp’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Sell |
5,951
-247
| -4% | -$19.8K | 0.26% | 85 |
|
|
2025
Q1 | $445K | Hold |
6,198
| – | – | 0.25% | 81 |
|
|
2024
Q4 | $435K | Buy |
6,198
+2,498
| +68% | +$175K | 0.24% | 80 |
|
|
2024
Q3 | $209K | Sell |
3,700
-599
| -14% | -$33.8K | 0.11% | 115 |
|
|
2024
Q2 | $255K | Sell |
4,299
-120
| -3% | -$7.13K | 0.15% | 98 |
|
|
2024
Q1 | $256K | Buy |
4,419
+106
| +2% | +$6.14K | 0.15% | 102 |
|
|
2023
Q4 | $212K | Sell |
4,313
-600
| -12% | -$29.5K | 0.14% | 108 |
|
|
2023
Q3 | $201K | Buy |
+4,913
| New | +$201K | 0.14% | 109 |
|
|
2022
Q4 | $323K | Buy |
7,813
+200
| +3% | +$8.27K | 0.28% | 68 |
|
|
2022
Q3 | $306K | Sell |
7,613
-435
| -5% | -$17.5K | 0.3% | 66 |
|
|
2022
Q2 | $315K | Buy |
8,048
+100
| +1% | +$3.91K | 0.28% | 68 |
|
|
2022
Q1 | $385K | Hold |
7,948
| – | – | 0.29% | 65 |
|
|
2021
Q4 | $381K | Hold |
7,948
| – | – | 0.28% | 67 |
|
|
2021
Q3 | $369K | Sell |
7,948
-225
| -3% | -$10.4K | 0.29% | 66 |
|
|
2021
Q2 | $370K | Hold |
8,173
| – | – | 0.28% | 73 |
|
|
2021
Q1 | $319K | Sell |
8,173
-6,105
| -43% | -$238K | 0.26% | 74 |
|
|
2020
Q4 | $431K | Sell |
14,278
-1,534
| -10% | -$46.3K | 0.38% | 55 |
|
|
2020
Q3 | $372K | Buy |
15,812
+825
| +6% | +$19.4K | 0.37% | 55 |
|
|
2020
Q2 | $384K | Buy |
14,987
+649
| +5% | +$16.6K | 0.4% | 52 |
|
|
2020
Q1 | $412K | Sell |
14,338
-1,590
| -10% | -$45.7K | 0.54% | 40 |
|
|
2019
Q4 | $857K | Buy |
+15,928
| New | +$857K | 0.85% | 27 |
|