Level Four Advisory 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
2026 Q1	$9.08M	Sell	4,819 -45	-0.9%	-$90.3K	0.3%	72
2025 Q4	$10.4M	Sell	4,864 -103	-2%	-$194K	0.34%	58
2025 Q3	$8.89M	Sell	4,967 -339	-6%	-$668K	0.3%	71
2025 Q2	$10.4M	Buy	5,306 +241	+5%	+$437K	0.38%	58
2025 Q1	$9.39M	Buy	5,065 +227	+5%	+$462K	0.39%	49
2024 Q4	$10.2M	Buy	4,838 +407	+9%	+$853K	0.42%	51
2024 Q3	$8.59M	Buy	4,431 +1,314	+42%	+$2.51M	0.36%	53
2024 Q2	$5.25M	Buy	3,117 +2,778	+819%	+$4.65M	0.24%	116
2024 Q1	$481K	Hold	339	–	–	0.03%	483
2023 Q4	$481K	Hold	339	–	–	0.03%	478
2023 Q3	$468K	Sell	339 -56	-14%	-$77K	0.03%	455
2023 Q2	$507K	Sell	395 -10	-2%	-$11.6K	0.03%	464
2023 Q1	$394K	Sell	405 -2,668	-87%	-$1.98M	0.03%	509
2022 Q4	$2.33M	Buy	3,073 +2,816	+1,096%	+$2.27M	0.17%	143
2022 Q3	$205K	Buy	+257	New	+$201K	0.02%	501
2021 Q4	–	Sell	-1,372	Closed	-$1.16M	–	657
2021 Q3	$1.16M	Buy	+1,372	New	+$1.14M	0.12%	174