Marathon Capital Management’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 | $832K | Buy |
425
+40
| +10% | +$78.3K | 0.21% | 73 |
|
|
2025
Q1 | $714K | Buy |
385
+20
| +5% | +$37.1K | 0.19% | 75 |
|
|
2024
Q4 | $771K | Sell |
365
-40
| -10% | -$84.5K | 0.19% | 75 |
|
|
2024
Q3 | $746K | Buy |
405
+80
| +25% | +$147K | 0.18% | 76 |
|
|
2024
Q2 | $547K | Buy |
325
+30
| +10% | +$50.5K | 0.14% | 85 |
|
|
2024
Q1 | $482K | Buy |
295
+20
| +7% | +$32.7K | 0.12% | 97 |
|
|
2023
Q4 | $390K | Buy |
275
+120
| +77% | +$170K | 0.1% | 104 |
|
|
2023
Q3 | $214K | Buy |
+155
| New | +$214K | 0.05% | 134 |
|