Kestra Advisory Services’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 | $393K | Buy |
+201
| New | +$393K | ﹤0.01% | 2139 |
|
|
2024
Q3 | – | Sell |
-285
| Closed | -$480K | – | 2603 |
|
|
2024
Q2 | $480K | Sell |
285
-90
| -24% | -$152K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $613K | Buy |
375
+6
| +2% | +$9.8K | ﹤0.01% | 1538 |
|
|
2023
Q4 | $523K | Buy |
+369
| New | +$523K | ﹤0.01% | 1504 |
|
|
2023
Q2 | – | Sell |
-238
| Closed | -$232K | – | 2129 |
|
|
2023
Q1 | $232K | Sell |
238
-163
| -41% | -$159K | ﹤0.01% | 1736 |
|
|
2022
Q4 | $304K | Buy |
401
+77
| +24% | +$58.4K | ﹤0.01% | 1739 |
|
|
2022
Q3 | $258K | Sell |
324
-843
| -72% | -$671K | ﹤0.01% | 1693 |
|
|
2022
Q2 | $763K | Buy |
1,167
+860
| +280% | +$562K | 0.01% | 1104 |
|
|
2022
Q1 | $204K | Buy |
+307
| New | +$204K | ﹤0.01% | 1841 |
|