Level Four 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 | $10.4M | Buy |
5,306
+241
| +5% | +$472K | 0.38% | 58 |
|
|
2025
Q1 | $9.39M | Buy |
5,065
+227
| +5% | +$421K | 0.39% | 49 |
|
|
2024
Q4 | $10.2M | Buy |
4,838
+407
| +9% | +$860K | 0.42% | 51 |
|
|
2024
Q3 | $8.59M | Buy |
4,431
+1,314
| +42% | +$2.55M | 0.36% | 53 |
|
|
2024
Q2 | $5.25M | Buy |
3,117
+2,778
| +819% | +$4.68M | 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% | -$77.3K | 0.03% | 455 |
|
|
2023
Q2 | $507K | Sell |
395
-10
| -2% | -$12.8K | 0.03% | 464 |
|
|
2023
Q1 | $394K | Sell |
405
-2,668
| -87% | -$2.6M | 0.03% | 509 |
|
|
2022
Q4 | $2.33M | Buy |
3,073
+2,816
| +1,096% | +$2.14M | 0.17% | 143 |
|
|
2022
Q3 | $205K | Buy |
+257
| New | +$205K | 0.02% | 501 |
|
|
2021
Q4 | – | Sell |
-1,372
| Closed | -$1.16M | – | 652 |
|
|
2021
Q3 | $1.16M | Buy |
+1,372
| New | +$1.16M | 0.12% | 174 |
|