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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Sell |
1,131
-6
| -0.5% | -$12K | 0.02% | 540 |
|
|
2025
Q4 | $2.44M | Hold |
1,137
| – | – | 0.06% | 265 |
|
|
2025
Q3 | $2.03M | Buy |
1,137
+4
| +0.4% | +$7.89K | 0.05% | 290 |
|
|
2025
Q2 | $2.22M | Sell |
1,133
-11
| -1% | -$20K | 0.06% | 257 |
|
|
2025
Q1 | $2.12M | Sell |
1,144
-14
| -1% | -$28.5K | 0.07% | 245 |
|
|
2024
Q4 | $2.45M | Buy |
1,158
+68
| +6% | +$142K | 0.03% | 456 |
|
|
2024
Q3 | $2.01M | Buy |
1,090
+1
| +0.1% | +$1.91K | 0.07% | 222 |
|
|
2024
Q2 | $1.83M | Buy |
1,089
+2
| +0.2% | +$3.35K | 0.06% | 234 |
|
|
2024
Q1 | $1.78M | Buy |
1,087
+8
| +0.7% | +$12K | 0.06% | 233 |
|
|
2023
Q4 | $1.53M | Sell |
1,079
-138
| -11% | -$194K | 0.06% | 247 |
|
|
2023
Q3 | $1.68M | Hold |
1,217
| – | – | 0.08% | 214 |
|
|
2023
Q2 | $1.56M | Sell |
1,217
-11
| -0.9% | -$12.7K | 0.07% | 237 |
|
|
2023
Q1 | $1.19M | Buy |
+1,228
| New | +$912K | 0.06% | 266 |
|
|
2022
Q4 | – | Sell |
-1,220
| Closed | -$973K | – | 495 |
|
|
2022
Q3 | $973K | Sell |
1,220
-11
| -0.9% | -$8.59K | 0.06% | 267 |
|
|
2022
Q2 | $805K | Hold |
1,231
| – | – | 0.04% | 301 |
|
|
2022
Q1 | $819K | Buy |
1,231
+21
| +2% | +$16.4K | 0.04% | 311 |
|
|
2021
Q4 | $1M | Hold |
1,210
| – | – | 0.05% | 276 |
|
|
2021
Q3 | $1.02M | Hold |
1,210
| – | – | 0.06% | 264 |
|
|
2021
Q2 | $1.01M | Hold |
1,210
| – | – | 0.06% | 279 |
|
|
2021
Q1 | $1.01M | Hold |
1,210
| – | – | 0.06% | 259 |
|
|
2020
Q4 | $695K | Buy |
+1,210
| New | +$610K | 0.05% | 283 |
|
|
2017
Q4 | – | Sell |
-711
| Closed | -$271K | – | 329 |
|
|
2017
Q3 | $271K | Sell |
711
-60
| -8% | -$21.5K | 0.07% | 222 |
|
|
2017
Q2 | $295K | Sell |
771
-160
| -17% | -$55.3K | 0.09% | 186 |
|
|
2017
Q1 | $305K | Sell |
931
-50
| -5% | -$17.7K | 0.05% | 300 |
|
|
2016
Q4 | $353K | Buy |
+981
| New | +$320K | 0.15% | 131 |
|
Other funds holding FCNCA
VCM
VPM
