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
2025
Q3
$1.68M Buy
2025
Q2
$1.43M Sell
2025
Q1
$1.67M Buy
2024
Q4
$420K Buy
2024
Q3
$365K Buy
2024
Q2
$315K Buy
2024
Q1
$294K Sell
2023
Q4
$271K Buy
2023
Q3
$244K Sell
2023
Q2
$244K Buy