Guardian Wealth Advisors (North Carolina)’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 | $350K | Hold |
179
| – | – | 0.02% | 244 |
|
|
2025
Q1 | $332K | Hold |
179
| – | – | 0.03% | 240 |
|
|
2024
Q4 | $378K | Sell |
179
-5
| -3% | -$10.6K | 0.03% | 222 |
|
|
2024
Q3 | $339K | Sell |
184
-7
| -4% | -$12.9K | 0.04% | 203 |
|
|
2024
Q2 | $322K | Hold |
191
| – | – | 0.04% | 194 |
|
|
2024
Q1 | $312K | Hold |
191
| – | – | 0.04% | 206 |
|
|
2023
Q4 | $271K | Hold |
191
| – | – | 0.04% | 201 |
|
|
2023
Q3 | $264K | Hold |
191
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $245K | Buy |
+191
| New | +$245K | 0.04% | 197 |
|