Forum Financial Management’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-323	Closed	-$694K	–	567
2025 Q4	$694K	Sell	323 -49	-13%	-$92.4K	0.01%	348
2025 Q3	$666K	Buy	372 +48	+15%	+$94.6K	0.01%	350
2025 Q2	$635K	Buy	324 +1	+0.3%	+$1.81K	0.01%	331
2025 Q1	$599K	Hold	323	–	–	0.01%	308
2024 Q4	$683K	Buy	323 +3	+0.9%	+$6.29K	0.01%	290
2024 Q3	$589K	Sell	320 -1	-0.3%	-$1.91K	0.01%	284
2024 Q2	$540K	Buy	321 +1	+0.3%	+$1.67K	0.01%	285
2024 Q1	$523K	Hold	320	–	–	0.01%	309
2023 Q4	$454K	Hold	320	–	–	0.01%	315
2023 Q3	$442K	Hold	320	–	–	0.01%	313
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%	508
2022 Q1	$212K	Buy	320 +62	+24%	+$48.3K	0.01%	544
2021 Q4	$214K	Buy	+258	New	+$215K	0.01%	585