Merrion Investment 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 | $462K | Buy |
236
+50
| +27% | +$97.8K | 0.3% | 66 |
|
|
2025
Q1 | $345K | Hold |
186
| – | – | 0.25% | 77 |
|
|
2024
Q4 | $393K | Hold |
186
| – | – | 0.27% | 75 |
|
|
2024
Q3 | $342K | Hold |
186
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $313K | Hold |
186
| – | – | 0.22% | 81 |
|
|
2024
Q1 | $304K | Hold |
186
| – | – | 0.22% | 80 |
|
|
2023
Q4 | $264K | Hold |
186
| – | – | 0.21% | 78 |
|
|
2023
Q3 | $257K | Hold |
186
| – | – | 0.22% | 78 |
|
|
2023
Q2 | $239K | Buy |
+186
| New | +$239K | 0.2% | 83 |
|