NewEdge Advisors’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 | $680K | Buy |
347
+94
| +37% | +$184K | ﹤0.01% | 1515 |
|
|
2025
Q1 | $470K | Sell |
253
-95
| -27% | -$176K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $736K | Sell |
348
-26
| -7% | -$55K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $689K | Sell |
374
-84
| -18% | -$155K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $772K | Sell |
458
-61
| -12% | -$103K | 0.01% | 1188 |
|
|
2024
Q1 | $849K | Sell |
519
-17
| -3% | -$27.8K | 0.01% | 1080 |
|
|
2023
Q4 | $775K | Buy |
536
+5
| +0.9% | +$7.23K | 0.01% | 1063 |
|
|
2023
Q3 | $732K | Sell |
531
-2
| -0.4% | -$2.76K | 0.01% | 1004 |
|
|
2023
Q2 | $685K | Sell |
533
-44
| -8% | -$56.5K | 0.01% | 1039 |
|
|
2023
Q1 | $562K | Buy |
577
+192
| +50% | +$187K | 0.01% | 1062 |
|
|
2022
Q4 | $286K | Buy |
385
+71
| +23% | +$52.7K | 0.01% | 1031 |
|
|
2022
Q3 | $250K | Buy |
+314
| New | +$250K | ﹤0.01% | 1284 |
|
|
2018
Q4 | – | Sell |
-691
| Closed | -$313K | – | 653 |
|
|
2018
Q3 | $313K | Buy |
+691
| New | +$313K | 0.02% | 484 |
|