GeoWealth 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 | $143K | Hold |
73
| – | – | 0.01% | 735 |
|
|
2025
Q1 | $135K | Sell |
73
-50
| -41% | -$92.7K | 0.01% | 735 |
|
|
2024
Q4 | $260K | Buy |
123
+45
| +58% | +$95.1K | 0.01% | 667 |
|
|
2024
Q3 | $144K | Sell |
78
-2
| -3% | -$3.68K | 0.01% | 805 |
|
|
2024
Q2 | $135K | Buy |
80
+15
| +23% | +$25.3K | 0.01% | 752 |
|
|
2024
Q1 | $106K | Buy |
65
+15
| +30% | +$24.5K | ﹤0.01% | 768 |
|
|
2023
Q4 | $71K | Buy |
50
+6
| +14% | +$8.52K | 0.01% | 608 |
|
|
2023
Q3 | $61K | Sell |
44
-2
| -4% | -$2.77K | 0.01% | 378 |
|
|
2023
Q2 | $59K | Buy |
+46
| New | +$59K | 0.01% | 326 |
|