Kestra Private Wealth 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 | $863K | Buy |
441
+12
| +3% | +$23.5K | 0.01% | 794 |
|
|
2025
Q1 | $795K | Buy |
429
+20
| +5% | +$37.1K | 0.01% | 766 |
|
|
2024
Q4 | $864K | Sell |
409
-12
| -3% | -$25.4K | 0.01% | 696 |
|
|
2024
Q3 | $775K | Sell |
421
-27
| -6% | -$49.7K | 0.01% | 695 |
|
|
2024
Q2 | $754K | Hold |
448
| – | – | 0.02% | 672 |
|
|
2024
Q1 | $732K | Sell |
448
-3
| -0.7% | -$4.91K | 0.02% | 652 |
|
|
2023
Q4 | $640K | Buy |
451
+1
| +0.2% | +$1.42K | 0.02% | 648 |
|
|
2023
Q3 | $621K | Sell |
450
-4
| -0.9% | -$5.52K | 0.02% | 599 |
|
|
2023
Q2 | $583K | Sell |
454
-171
| -27% | -$219K | 0.02% | 587 |
|
|
2023
Q1 | $608K | Buy |
+625
| New | +$608K | 0.02% | 545 |
|
|
2022
Q4 | – | Sell |
-740
| Closed | -$590K | – | 931 |
|
|
2022
Q3 | $590K | Buy |
+740
| New | +$590K | 0.03% | 454 |
|