Harvest Portfolios Group’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 Q1	$5.79M	Buy	3,073 +90	+3%	+$181K	0.1%	113
2025 Q4	$6.4M	Sell	2,983 -309	-9%	-$582K	0.11%	103
2025 Q3	$5.89M	Buy	3,292 +244	+8%	+$481K	0.11%	108
2025 Q2	$5.96M	Sell	3,048 -145	-5%	-$263K	0.14%	100
2025 Q1	$5.92M	Buy	3,193 +392	+14%	+$798K	0.17%	98
2024 Q4	$5.92M	Sell	2,801 -39	-1%	-$81.7K	0.2%	77
2024 Q3	$5.23M	Sell	2,840 -502	-15%	-$958K	0.17%	95
2024 Q2	$5.63M	Sell	3,342 -214	-6%	-$358K	0.22%	81
2024 Q1	$5.81M	Buy	3,556 +582	+20%	+$875K	0.23%	77
2023 Q4	$4.22M	Sell	2,974 -422	-12%	-$593K	0.18%	96
2023 Q3	$4.69M	Sell	3,396 -4	-0.1%	-$5.5K	0.22%	69
2023 Q2	$4.36M	Buy	+3,400	New	+$3.93M	0.2%	82