LGT Financial Advisors’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
Q1 | – | Sell |
-19
| Closed | -$40.1K | – | 453 |
|
|
2024
Q4 | $40.1K | Hold |
19
| – | – | 0.09% | 181 |
|
|
2024
Q3 | $35K | Hold |
19
| – | – | 0.09% | 178 |
|
|
2024
Q2 | $32K | Hold |
19
| – | – | 0.07% | 214 |
|
|
2024
Q1 | $31.1K | Hold |
19
| – | – | 0.04% | 286 |
|
|
2023
Q4 | $27K | Hold |
19
| – | – | 0.03% | 283 |
|
|
2023
Q3 | $26.2K | Buy |
+19
| New | +$26.2K | 0.03% | 292 |
|