Mason & Associates (California)’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 | $237K | Hold |
121
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $224K | Hold |
121
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $256K | Hold |
121
| – | – | 0.06% | 96 |
|
|
2024
Q3 | $223K | Hold |
121
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $204K | Buy |
+121
| New | +$204K | 0.05% | 107 |
|
|
2023
Q4 | – | Sell |
-171
| Closed | -$236K | – | 84 |
|
|
2023
Q3 | $236K | Hold |
171
| – | – | 0.08% | 75 |
|
|
2023
Q2 | $219K | Buy |
+171
| New | +$219K | 0.06% | 83 |
|