OneDigital 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 | $1.51M | Sell |
774
-3
| -0.4% | -$5.87K | 0.02% | 515 |
|
|
2025
Q1 | $1.44M | Sell |
777
-44
| -5% | -$81.6K | 0.02% | 494 |
|
|
2024
Q4 | $1.73M | Sell |
821
-173
| -17% | -$366K | 0.02% | 456 |
|
|
2024
Q3 | $1.83M | Sell |
994
-18
| -2% | -$33.1K | 0.02% | 462 |
|
|
2024
Q2 | $1.7M | Buy |
1,012
+482
| +91% | +$812K | 0.02% | 463 |
|
|
2024
Q1 | $867K | Buy |
530
+1
| +0.2% | +$1.64K | 0.01% | 550 |
|
|
2023
Q4 | $751K | Sell |
529
-3
| -0.6% | -$4.26K | 0.01% | 568 |
|
|
2023
Q3 | $734K | Buy |
532
+4
| +0.8% | +$5.52K | 0.02% | 518 |
|
|
2023
Q2 | $678K | Buy |
+528
| New | +$678K | 0.02% | 528 |
|