Jones Financial Companies’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 | $715K | Sell |
365
-185
| -34% | -$362K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $1.01M | Buy |
550
+303
| +123% | +$556K | ﹤0.01% | 854 |
|
|
2024
Q4 | $521K | Buy |
247
+38
| +18% | +$80.2K | ﹤0.01% | 980 |
|
|
2024
Q3 | $385K | Buy |
209
+90
| +76% | +$166K | ﹤0.01% | 918 |
|
|
2024
Q2 | $200K | Buy |
119
+113
| +1,883% | +$190K | ﹤0.01% | 838 |
|
|
2024
Q1 | $9.81K | Buy |
6
+2
| +50% | +$3.27K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $5.68K | Buy |
4
+2
| +100% | +$2.84K | ﹤0.01% | 746 |
|
|
2023
Q3 | $2.76K | Buy |
+2
| New | +$2.76K | ﹤0.01% | 548 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$10.7K | – | 550 |
|
|
2023
Q1 | $10.7K | Buy |
11
+10
| +1,000% | +$9.73K | ﹤0.01% | 466 |
|
|
2022
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 666 |
|