Oak Harbor Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,000	Closed	-$1.85M	–	254
2025 Q1	$1.85M	Hold	1,000	–	–	0.53%	46
2024 Q4	$2.11M	Hold	1,000	–	–	0.61%	42
2024 Q3	$1.84M	Hold	1,000	–	–	0.53%	53
2024 Q2	$1.68M	Hold	1,000	–	–	0.53%	47
2024 Q1	$1.64M	Hold	1,000	–	–	0.51%	50
2023 Q4	$1.42M	Hold	1,000	–	–	0.48%	60
2023 Q3	$1.38M	Hold	1,000	–	–	0.49%	59
2023 Q2	$1.28M	Hold	1,000	–	–	0.44%	66
2023 Q1	$973K	Hold	1,000	–	–	0.35%	71
2022 Q4	$758K	Hold	1,000	–	–	0.29%	77
2022 Q3	$797K	Hold	1,000	–	–	0.31%	71
2022 Q2	$654K	Buy	+1,000	New	+$652K	0.26%	83
2022 Q1	–	Sell	-250	Closed	-$207K	–	234
2021 Q4	$207K	Buy	+250	New	+$208K	0.07%	166