Live Oak Private Wealth’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	$4.08M	Buy	2,086 +483	+30%	+$945K	0.61%	54
2025 Q1	$2.97M	Buy	1,603 +1,299	+427%	+$2.41M	0.48%	58
2024 Q4	$642K	Buy	304 +136	+81%	+$287K	0.11%	110
2024 Q3	$309K	Buy	+168	New	+$309K	0.05%	140