HB Wealth Management’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 | $1.43M | Sell |
733
-170
| -19% | -$333K | 0.01% | 443 |
|
|
2025
Q1 | $1.67M | Buy |
903
+704
| +354% | +$1.31M | 0.01% | 412 |
|
|
2024
Q4 | $420K | Buy |
199
+1
| +0.5% | +$2.11K | ﹤0.01% | 674 |
|
|
2024
Q3 | $365K | Buy |
198
+11
| +6% | +$20.3K | ﹤0.01% | 684 |
|
|
2024
Q2 | $315K | Buy |
187
+7
| +4% | +$11.8K | ﹤0.01% | 688 |
|
|
2024
Q1 | $294K | Sell |
180
-11
| -6% | -$18K | ﹤0.01% | 662 |
|
|
2023
Q4 | $271K | Buy |
191
+14
| +8% | +$19.9K | ﹤0.01% | 644 |
|
|
2023
Q3 | $244K | Sell |
177
-13
| -7% | -$17.9K | ﹤0.01% | 634 |
|
|
2023
Q2 | $244K | Buy |
+190
| New | +$244K | ﹤0.01% | 608 |
|