Journey Strategic Wealth’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 | $299K | Buy |
153
+11
| +8% | +$21.5K | 0.01% | 436 |
|
2025
Q1 | $263K | Sell |
142
-2
| -1% | -$3.71K | 0.01% | 374 |
|
2024
Q4 | $304K | Buy |
144
+1
| +0.7% | +$2.11K | 0.01% | 326 |
|
2024
Q3 | $263K | Buy |
143
+2
| +1% | +$3.68K | 0.01% | 375 |
|
2024
Q2 | $237K | Buy |
141
+11
| +8% | +$18.5K | 0.01% | 314 |
|
2024
Q1 | $213K | Buy |
+130
| New | +$213K | 0.01% | 271 |
|