Modera Wealth 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 | $239K | Hold |
122
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $226K | Sell |
122
-9
| -7% | -$16.7K | ﹤0.01% | 572 |
|
|
2024
Q4 | $277K | Buy |
131
+4
| +3% | +$8.45K | ﹤0.01% | 528 |
|
|
2024
Q3 | $234K | Buy |
127
+3
| +2% | +$5.52K | ﹤0.01% | 546 |
|
|
2024
Q2 | $209K | Sell |
124
-1
| -0.8% | -$1.68K | ﹤0.01% | 543 |
|
|
2024
Q1 | $204K | Buy |
+125
| New | +$204K | ﹤0.01% | 544 |
|
|
2023
Q4 | – | Sell |
-155
| Closed | -$214K | – | 534 |
|
|
2023
Q3 | $214K | Buy |
+155
| New | +$214K | ﹤0.01% | 504 |
|