Oppenheimer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Buy |
1,600
+18
| +1% | +$36.1K | 0.04% | 467 |
|
|
2025
Q4 | $3.4M | Buy |
1,582
+117
| +8% | +$221K | 0.05% | 393 |
|
|
2025
Q3 | $2.62M | Hold |
1,465
| – | – | 0.03% | 523 |
|
|
2025
Q2 | $2.87M | Sell |
1,465
-2
| -0.1% | -$3.63K | 0.04% | 480 |
|
|
2025
Q1 | $2.72M | Hold |
1,467
| – | – | 0.04% | 467 |
|
|
2024
Q4 | $3.1M | Sell |
1,467
-18
| -1% | -$37.7K | 0.05% | 417 |
|
|
2024
Q3 | $2.73M | Sell |
1,485
-500
| -25% | -$954K | 0.04% | 449 |
|
|
2024
Q2 | $3.34M | Hold |
1,985
| – | – | 0.05% | 372 |
|
|
2024
Q1 | $3.25M | Sell |
1,985
-20
| -1% | -$30.1K | 0.05% | 375 |
|
|
2023
Q4 | $2.85M | Hold |
2,005
| – | – | 0.05% | 405 |
|
|
2023
Q3 | $2.77M | Sell |
2,005
-1,016
| -34% | -$1.4M | 0.06% | 370 |
|
|
2023
Q2 | $3.88M | Sell |
3,021
-100
| -3% | -$116K | 0.08% | 286 |
|
|
2023
Q1 | $3.04M | Buy |
3,121
+440
| +16% | +$327K | 0.06% | 334 |
|
|
2022
Q4 | $2.03M | Hold |
2,681
| – | – | 0.05% | 440 |
|
|
2022
Q3 | $2.14M | Hold |
2,681
| – | – | 0.05% | 409 |
|
|
2022
Q2 | $1.75M | Hold |
2,681
| – | – | 0.04% | 500 |
|
|
2022
Q1 | $1.78M | Buy |
2,681
+155
| +6% | +$121K | 0.03% | 526 |
|
|
2021
Q4 | $2.1M | Buy |
2,526
+5
| +0.2% | +$4.17K | 0.04% | 500 |
|
|
2021
Q3 | $2.13M | Hold |
2,521
| – | – | 0.04% | 489 |
|
|
2021
Q2 | $2.1M | Sell |
2,521
-50
| -2% | -$42.6K | 0.04% | 502 |
|
|
2021
Q1 | $2.15M | Sell |
2,571
-499
| -16% | -$361K | 0.04% | 448 |
|
|
2020
Q4 | $1.76M | Sell |
3,070
-1,075
| -26% | -$542K | 0.04% | 477 |
|
|
2020
Q3 | $1.32M | Buy |
4,145
+50
| +1% | +$19.3K | 0.03% | 490 |
|
|
2020
Q2 | $1.66M | Buy |
4,095
+225
| +6% | +$82.4K | 0.04% | 421 |
|
|
2020
Q1 | $1.29M | Buy |
3,870
+1,150
| +42% | +$533K | 0.04% | 452 |
|
|
2019
Q4 | $1.45M | Hold |
2,720
| – | – | 0.04% | 506 |
|
|
2019
Q3 | $1.28M | Hold |
2,720
| – | – | 0.04% | 524 |
|
|
2019
Q2 | $1.23M | Hold |
2,720
| – | – | 0.03% | 533 |
|
|
2019
Q1 | $1.11M | Sell |
2,720
-400
| -13% | -$166K | 0.03% | 564 |
|
|
2018
Q4 | $1.18M | Buy |
3,120
+20
| +0.6% | +$8.4K | 0.04% | 489 |
|
|
2018
Q3 | $1.4M | Hold |
3,100
| – | – | 0.04% | 490 |
|
|
2018
Q2 | $1.25M | Buy |
3,100
+2,100
| +210% | +$905K | 0.03% | 515 |
|
|
2018
Q1 | $413K | Sell |
1,000
-100
| -9% | -$43.1K | 0.01% | 921 |
|
|
2017
Q4 | $443K | Hold |
1,100
| – | – | 0.01% | 905 |
|
|
2017
Q3 | $411K | Hold |
1,100
| – | – | 0.01% | 918 |
|
|
2017
Q2 | $410K | Hold |
1,100
| – | – | 0.01% | 903 |
|
|
2017
Q1 | $369K | Hold |
1,100
| – | – | 0.01% | 914 |
|
|
2016
Q4 | $391K | Buy |
1,100
+400
| +57% | +$131K | 0.01% | 892 |
|
|
2016
Q3 | $206K | Buy |
+700
| New | +$191K | 0.01% | 1125 |
|
Other funds holding FCNCA
VCM
VPM
