Greenleaf Trust’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 | $798K | Sell |
408
-28
| -6% | -$54.8K | 0.01% | 375 |
|
|
2025
Q1 | $808K | Buy |
436
+2
| +0.5% | +$3.71K | 0.01% | 379 |
|
|
2024
Q4 | $917K | Hold |
434
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $799K | Hold |
434
| – | – | 0.01% | 391 |
|
|
2024
Q2 | $731K | Hold |
434
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $710K | Sell |
434
-1
| -0.2% | -$1.64K | 0.01% | 376 |
|
|
2023
Q4 | $617K | Hold |
435
| – | – | 0.01% | 403 |
|
|
2023
Q3 | $600K | Sell |
435
-13
| -3% | -$17.9K | 0.01% | 386 |
|
|
2023
Q2 | $575K | Sell |
448
-28
| -6% | -$35.9K | 0.01% | 418 |
|
|
2023
Q1 | $463K | Sell |
476
-10
| -2% | -$9.73K | 0.01% | 477 |
|
|
2022
Q4 | $369K | Sell |
486
-6
| -1% | -$4.56K | ﹤0.01% | 516 |
|
|
2022
Q3 | $392K | Buy |
492
+15
| +3% | +$12K | 0.01% | 464 |
|
|
2022
Q2 | $312K | Buy |
477
+101
| +27% | +$66.1K | ﹤0.01% | 538 |
|
|
2022
Q1 | $250K | Buy |
+376
| New | +$250K | ﹤0.01% | 652 |
|