Nisa Investment 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 | $2M | Sell |
1,022
-186
| -15% | -$364K | 0.01% | 636 |
|
|
2025
Q1 | $2.24M | Sell |
1,208
-9
| -0.7% | -$16.7K | 0.01% | 612 |
|
|
2024
Q4 | $2.57M | Sell |
1,217
-646
| -35% | -$1.37M | 0.01% | 610 |
|
|
2024
Q3 | $3.43M | Buy |
1,863
+621
| +50% | +$1.14M | 0.02% | 516 |
|
|
2024
Q2 | $2.09M | Sell |
1,242
-61
| -5% | -$103K | 0.01% | 687 |
|
|
2024
Q1 | $2.13M | Sell |
1,303
-735
| -36% | -$1.2M | 0.01% | 678 |
|
|
2023
Q4 | $2.89M | Buy |
2,038
+405
| +25% | +$575K | 0.02% | 547 |
|
|
2023
Q3 | $2.25M | Sell |
1,633
-2,746
| -63% | -$3.79M | 0.02% | 629 |
|
|
2023
Q2 | $5.62M | Buy |
4,379
+2,243
| +105% | +$2.88M | 0.04% | 396 |
|
|
2023
Q1 | $2.08M | Buy |
2,136
+599
| +39% | +$583K | 0.02% | 658 |
|
|
2022
Q4 | $1.17M | Sell |
1,537
-25
| -2% | -$19K | 0.01% | 870 |
|
|
2022
Q3 | $1.25M | Sell |
1,562
-1,526
| -49% | -$1.22M | 0.01% | 756 |
|
|
2022
Q2 | $2.02M | Buy |
3,088
+2,356
| +322% | +$1.54M | 0.02% | 640 |
|
|
2022
Q1 | $487K | Sell |
732
-49
| -6% | -$32.6K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $608K | Buy |
+781
| New | +$608K | ﹤0.01% | 970 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$418 | – | 2342 |
|
|
2021
Q1 | $418 | Sell |
500
-800
| -62% | -$669 | ﹤0.01% | 1217 |
|
|
2020
Q4 | $747K | Hold |
1,300
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q3 | $414K | Hold |
1,300
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q2 | $527K | Hold |
1,300
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q1 | $433K | Buy |
+1,300
| New | +$433K | ﹤0.01% | 964 |
|
|
2015
Q2 | – | Sell |
-900
| Closed | -$234K | – | 1300 |
|
|
2015
Q1 | $234K | Hold |
900
| – | – | ﹤0.01% | 1250 |
|
|
2014
Q4 | $228K | Buy |
+900
| New | +$228K | ﹤0.01% | 1216 |
|
|
2014
Q3 | – | Sell |
-900
| Closed | -$221K | – | 1309 |
|
|
2014
Q2 | $221K | Hold |
900
| – | – | ﹤0.01% | 1251 |
|
|
2014
Q1 | $217K | Hold |
900
| – | – | ﹤0.01% | 1267 |
|
|
2013
Q4 | $200K | Sell |
900
-100
| -10% | -$22.2K | ﹤0.01% | 1275 |
|
|
2013
Q3 | $206K | Buy |
+1,000
| New | +$206K | ﹤0.01% | 1244 |
|