IFP Advisors’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 | $393K | Sell |
129
-31
| -19% | -$94.5K | 0.01% | 937 |
|
|
2025
Q1 | $300K | Hold |
160
| – | – | 0.01% | 985 |
|
|
2024
Q4 | $342K | Hold |
160
| – | – | 0.01% | 892 |
|
|
2024
Q3 | $295K | Sell |
160
-120
| -43% | -$221K | 0.01% | 910 |
|
|
2024
Q2 | $471K | Sell |
280
-19
| -6% | -$32K | 0.02% | 677 |
|
|
2024
Q1 | $489K | Buy |
299
+104
| +53% | +$170K | 0.02% | 616 |
|
|
2023
Q4 | $277K | Buy |
195
+40
| +26% | +$56.8K | 0.01% | 807 |
|
|
2023
Q3 | $214K | Sell |
155
-6
| -4% | -$8.28K | 0.01% | 933 |
|
|
2023
Q2 | $209K | Sell |
161
-10
| -6% | -$13K | 0.01% | 997 |
|
|
2023
Q1 | $75.9K | Sell |
171
-7
| -4% | -$3.11K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $81K | Sell |
178
-62
| -26% | -$28.2K | ﹤0.01% | 1883 |
|
|
2022
Q3 | $111K | Buy |
240
+2
| +0.8% | +$925 | ﹤0.01% | 1784 |
|
|
2022
Q2 | $110K | Hold |
238
| – | – | ﹤0.01% | 1626 |
|
|
2022
Q1 | $110K | Buy |
238
+73
| +44% | +$33.7K | ﹤0.01% | 1626 |
|
|
2021
Q4 | $137K | Hold |
165
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q3 | $139K | Hold |
165
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q2 | $137K | Sell |
165
-35
| -18% | -$29.1K | ﹤0.01% | 1085 |
|
|
2021
Q1 | $167K | Sell |
200
-100
| -33% | -$83.5K | ﹤0.01% | 930 |
|
|
2020
Q4 | $172K | Sell |
300
-275
| -48% | -$158K | 0.01% | 868 |
|
|
2020
Q3 | $184K | Hold |
575
| – | – | 0.01% | 737 |
|
|
2020
Q2 | $227K | Sell |
575
-100
| -15% | -$39.5K | 0.02% | 617 |
|
|
2020
Q1 | $229K | Buy |
+675
| New | +$229K | 0.02% | 532 |
|
|
2017
Q4 | – | Sell |
-6
| Closed | -$2K | – | 3841 |
|
|
2017
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 3694 |
|
|
2017
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 3685 |
|
|
2017
Q1 | $2K | Buy |
6
+1
| +20% | +$333 | ﹤0.01% | 3605 |
|
|
2016
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 3604 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 3698 |
|
|
2016
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 3596 |
|
|
2016
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2706 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 3494 |
|