Oppenheimer Asset 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 | $522K | Buy |
267
+26
| +11% | +$50.9K | 0.01% | 870 |
|
|
2025
Q1 | $447K | Buy |
241
+1
| +0.4% | +$1.85K | 0.01% | 872 |
|
|
2024
Q4 | $507K | Sell |
240
-38
| -14% | -$80.3K | 0.01% | 854 |
|
|
2024
Q3 | $512K | Sell |
278
-4
| -1% | -$7.36K | 0.01% | 876 |
|
|
2024
Q2 | $475K | Buy |
282
+90
| +47% | +$152K | 0.01% | 872 |
|
|
2024
Q1 | $314K | Sell |
192
-26
| -12% | -$42.5K | ﹤0.01% | 949 |
|
|
2023
Q4 | $309K | Sell |
218
-1
| -0.5% | -$1.42K | ﹤0.01% | 982 |
|
|
2023
Q3 | $302K | Sell |
219
-76
| -26% | -$105K | ﹤0.01% | 965 |
|
|
2023
Q2 | $379K | Buy |
295
+7
| +2% | +$8.98K | 0.01% | 924 |
|
|
2023
Q1 | $280K | Sell |
288
-17
| -6% | -$16.5K | ﹤0.01% | 974 |
|
|
2022
Q4 | $231K | Sell |
305
-46
| -13% | -$34.9K | ﹤0.01% | 1035 |
|
|
2022
Q3 | $280K | Buy |
351
+10
| +3% | +$7.98K | ﹤0.01% | 975 |
|
|
2022
Q2 | $223K | Buy |
341
+38
| +13% | +$24.9K | ﹤0.01% | 1044 |
|
|
2022
Q1 | $202K | Buy |
303
+11
| +4% | +$7.33K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $242K | Buy |
292
+40
| +16% | +$33.2K | ﹤0.01% | 1131 |
|
|
2021
Q3 | $212K | Sell |
252
-6
| -2% | -$5.05K | ﹤0.01% | 1131 |
|
|
2021
Q2 | $215K | Buy |
+258
| New | +$215K | ﹤0.01% | 1136 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$9K | – | 1185 |
|
|
2020
Q1 | $9K | Buy |
+27
| New | +$9K | ﹤0.01% | 1432 |
|