Global Retirement Partners’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
2025 Q4	$15K	Buy	7 +1	+17%	+$1.89K	﹤0.01%	2993
2025 Q3	$10.7K	Hold	6	–	–	﹤0.01%	2673
2025 Q2	$11.7K	Buy	+6	New	+$10.9K	﹤0.01%	2536
2024 Q4	$12.7K	Hold	6	–	–	﹤0.01%	2302
2024 Q3	$11K	Sell	6 -5	-45%	-$9.54K	﹤0.01%	2257
2024 Q2	$18.5K	Buy	11 +3	+38%	+$5.02K	﹤0.01%	2026
2024 Q1	$13.1K	Buy	8 +1	+14%	+$1.5K	﹤0.01%	1998
2023 Q4	$9.66K	Hold	7	–	–	﹤0.01%	2082
2023 Q3	$9.32K	Buy	7 +2	+40%	+$2.75K	﹤0.01%	1981
2023 Q2	$6.42K	Hold	5	–	–	﹤0.01%	2111
2023 Q1	$5K	Sell	5 -5	-50%	-$3.71K	﹤0.01%	2164
2022 Q4	$7.58K	Buy	10 +3	+43%	+$2.42K	﹤0.01%	1883
2022 Q3	$6K	Buy	+7	New	+$5.47K	﹤0.01%	1855