Harbor Investment Advisory’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
2026 Q2	$31.2K	Hold	15	–	–	﹤0.01%	850
2026 Q1	$28.3K	Hold	15	–	–	﹤0.01%	719
2025 Q4	$32.2K	Buy	15 +9	+150%	+$17K	﹤0.01%	735
2025 Q3	$10.7K	Hold	6	–	–	﹤0.01%	896
2025 Q2	$11.7K	Hold	6	–	–	﹤0.01%	861
2025 Q1	$11.1K	Hold	6	–	–	﹤0.01%	857
2024 Q4	$12.7K	Hold	6	–	–	﹤0.01%	822
2024 Q3	$11K	Hold	6	–	–	﹤0.01%	850
2024 Q2	$10.1K	Sell	6 -4	-40%	-$6.69K	﹤0.01%	857
2024 Q1	$16.4K	Buy	10 +4	+67%	+$6.02K	﹤0.01%	769
2023 Q4	$8.51K	Hold	6	–	–	﹤0.01%	854
2023 Q3	$8.28K	Sell	6 -1	-14%	-$1.37K	﹤0.01%	847
2023 Q2	$8.98K	Buy	7 +1	+17%	+$1.16K	﹤0.01%	1041
2023 Q1	$5.84K	Hold	6	–	–	﹤0.01%	1105
2022 Q4	$4.55K	Hold	6	–	–	﹤0.01%	1119
2022 Q3	$5K	Hold	6	–	–	﹤0.01%	1126
2022 Q2	$4K	Hold	6	–	–	﹤0.01%	1167
2022 Q1	$4K	Buy	+6	New	+$4.67K	﹤0.01%	1182