Guardian Wealth Advisors (North Carolina)’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
Q3
$2.32M Buy
2025
Q2
$350K Hold
2025
Q1
$332K Hold
2024
Q4
$378K Sell
2024
Q3
$339K Sell
2024
Q2
$322K Hold
2024
Q1
$312K Hold
2023
Q4
$271K Hold
2023
Q3
$264K Hold
2023
Q2
$245K Buy