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 |
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|
2025
Q4 | $694K | Sell |
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|
2025
Q3 | $666K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $523K | Hold |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $411K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $214K | Buy |
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