Geneos Wealth 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 | $11.7K | Sell |
6
-1
| -14% | -$1.96K | ﹤0.01% | 2262 |
|
|
2025
Q1 | $13K | Buy |
7
+5
| +250% | +$9.27K | ﹤0.01% | 2486 |
|
|
2024
Q4 | $4.23K | Sell |
2
-4
| -67% | -$8.45K | ﹤0.01% | 2394 |
|
|
2024
Q3 | $11K | Sell |
6
-34
| -85% | -$62.6K | ﹤0.01% | 1803 |
|
|
2024
Q2 | $67.5K | Buy |
40
+35
| +700% | +$59.1K | ﹤0.01% | 974 |
|
|
2024
Q1 | $8.18K | Sell |
5
-35
| -88% | -$57.2K | ﹤0.01% | 1591 |
|
|
2023
Q4 | $56.8K | Buy |
40
+1
| +3% | +$1.42K | ﹤0.01% | 1023 |
|
|
2023
Q3 | $53.9K | Hold |
39
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q2 | $50.1K | Buy |
39
+33
| +550% | +$42.4K | ﹤0.01% | 1078 |
|
|
2023
Q1 | $5.84K | Buy |
6
+2
| +50% | +$1.95K | ﹤0.01% | 1694 |
|
|
2022
Q4 | $3.03K | Hold |
4
| – | – | ﹤0.01% | 1812 |
|
|
2022
Q3 | $3K | Sell |
4
-13
| -76% | -$9.75K | ﹤0.01% | 1777 |
|
|
2022
Q2 | $11K | Sell |
17
-5
| -23% | -$3.24K | ﹤0.01% | 1900 |
|
|
2022
Q1 | $14K | Buy |
+22
| New | +$14K | ﹤0.01% | 1937 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$4K | – | 2505 |
|
|
2019
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 2154 |
|
|
2019
Q1 | $4K | Sell |
10
-17
| -63% | -$6.8K | ﹤0.01% | 2085 |
|
|
2018
Q4 | $10K | Hold |
27
| – | – | ﹤0.01% | 1782 |
|
|
2018
Q3 | $12K | Sell |
27
-13
| -33% | -$5.78K | ﹤0.01% | 1780 |
|
|
2018
Q2 | $16K | Hold |
40
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q1 | $16K | Hold |
40
| – | – | ﹤0.01% | 1475 |
|
|
2017
Q4 | $16K | Hold |
40
| – | – | ﹤0.01% | 1464 |
|
|
2017
Q3 | $14K | Hold |
40
| – | – | ﹤0.01% | 1453 |
|
|
2017
Q2 | $14K | Hold |
40
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q1 | $13K | Hold |
40
| – | – | ﹤0.01% | 1394 |
|
|
2016
Q4 | $14K | Hold |
40
| – | – | ﹤0.01% | 1325 |
|
|
2016
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 1333 |
|
|
2016
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 1322 |
|
|
2016
Q1 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 1339 |
|