Forum Financial Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
324
+1
| +0.3% | +$1.96K | 0.01% | 330 |
|
|
2025
Q1 | $599K | Hold |
323
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $683K | Buy |
323
+3
| +0.9% | +$6.35K | 0.01% | 290 |
|
|
2024
Q3 | $589K | Sell |
320
-1
| -0.3% | -$1.84K | 0.01% | 282 |
|
|
2024
Q2 | $540K | Buy |
321
+1
| +0.3% | +$1.68K | 0.01% | 284 |
|
|
2024
Q1 | $523K | Hold |
320
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $454K | Hold |
320
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $442K | Hold |
320
| – | – | 0.01% | 312 |
|
|
2023
Q2 | $411K | Hold |
320
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $311K | Hold |
320
| – | – | 0.01% | 393 |
|
|
2022
Q4 | $243K | Hold |
320
| – | – | 0.01% | 470 |
|
|
2022
Q3 | $255K | Hold |
320
| – | – | 0.01% | 401 |
|
|
2022
Q2 | $209K | Hold |
320
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $212K | Buy |
320
+62
| +24% | +$41.1K | 0.01% | 544 |
|
|
2021
Q4 | $214K | Buy |
+258
| New | +$214K | 0.01% | 584 |
|