Heritage Trust’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	$401K	Buy	205 +15	+8%	+$29.3K	0.05%	228
2025 Q1	$352K	Buy	190 +2	+1%	+$3.71K	0.04%	243
2024 Q4	$397K	Buy	+188	New	+$397K	0.05%	235
2024 Q2	$256K	Buy	152 +10	+7%	+$16.8K	0.03%	255
2024 Q1	$232K	Buy	+142	New	+$232K	0.03%	267