Kestra Private Wealth Services’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $784K | Sell |
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|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $864K | Sell |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $754K | Hold |
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|
2024
Q1 | $732K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $608K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $590K | Buy |
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