Independent Advisor Alliance’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 | $2.03M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $973K | Sell |
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|
2022
Q2 | $805K | Hold |
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|
2022
Q1 | $819K | Buy |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $695K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $295K | Sell |
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $353K | Buy |
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