LRI Investments’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 | $354K | Sell |
181
-5
| -3% | -$9.78K | 0.03% | 209 |
|
|
2025
Q1 | $344K | Sell |
186
-29
| -13% | -$53.6K | 0.03% | 201 |
|
|
2024
Q4 | $455K | Hold |
215
| – | – | 0.04% | 147 |
|
|
2024
Q3 | $463K | Sell |
215
-6
| -3% | -$12.9K | 0.04% | 158 |
|
|
2024
Q2 | $373K | Buy |
221
+201
| +1,005% | +$339K | 0.04% | 141 |
|
|
2024
Q1 | $32.7K | Buy |
+20
| New | +$32.7K | 0.01% | 313 |
|