JFS Wealth 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 | $15.7K | Hold |
8
| – | – | ﹤0.01% | 716 |
|
|
2025
Q1 | $14.8K | Hold |
8
| – | – | ﹤0.01% | 750 |
|
|
2024
Q4 | $16.9K | Hold |
8
| – | – | ﹤0.01% | 685 |
|
|
2024
Q3 | $14.7K | Hold |
8
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $13.5K | Hold |
8
| – | – | ﹤0.01% | 703 |
|
|
2024
Q1 | $13.1K | Hold |
8
| – | – | ﹤0.01% | 734 |
|
|
2023
Q4 | $11.4K | Hold |
8
| – | – | ﹤0.01% | 737 |
|
|
2023
Q3 | $11K | Buy |
8
+1
| +14% | +$1.38K | ﹤0.01% | 694 |
|
|
2023
Q2 | $8.99K | Buy |
7
+2
| +40% | +$2.57K | ﹤0.01% | 762 |
|
|
2023
Q1 | $4.87K | Sell |
5
-4
| -44% | -$3.89K | ﹤0.01% | 999 |
|
|
2022
Q4 | $6.83K | Sell |
9
-2
| -18% | -$1.52K | ﹤0.01% | 866 |
|
|
2022
Q3 | $9K | Sell |
11
-2
| -15% | -$1.64K | ﹤0.01% | 763 |
|
|
2022
Q2 | $8K | Buy |
13
+6
| +86% | +$3.69K | ﹤0.01% | 822 |
|
|
2022
Q1 | $5K | Buy |
7
+4
| +133% | +$2.86K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 1073 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | -$1K | – | 541 |
|
|
2020
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 468 |
|