HB Wealth Management’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	$1.23M	Sell	655 -284	-30%	-$570K	0.01%	593
2025 Q4	$2.02M	Hold	939	–	–	0.01%	410
2025 Q3	$1.68M	Buy	939 +206	+28%	+$406K	0.01%	457
2025 Q2	$1.43M	Sell	733 -170	-19%	-$308K	0.01%	453
2025 Q1	$1.67M	Buy	903 +704	+354%	+$1.43M	0.01%	420
2024 Q4	$420K	Buy	199 +1	+0.5%	+$2.1K	﹤0.01%	680
2024 Q3	$365K	Buy	198 +11	+6%	+$21K	﹤0.01%	689
2024 Q2	$315K	Buy	187 +7	+4%	+$11.7K	﹤0.01%	698
2024 Q1	$294K	Sell	180 -11	-6%	-$16.5K	﹤0.01%	665
2023 Q4	$271K	Buy	191 +14	+8%	+$19.7K	﹤0.01%	645
2023 Q3	$244K	Sell	177 -13	-7%	-$17.9K	﹤0.01%	635
2023 Q2	$244K	Buy	+190	New	+$220K	﹤0.01%	609