Oppenheimer & Co’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 | $2.87M | Sell |
1,465
-2
| -0.1% | -$3.91K | 0.04% | 480 |
|
|
2025
Q1 | $2.72M | Hold |
1,467
| – | – | 0.04% | 467 |
|
|
2024
Q4 | $3.1M | Sell |
1,467
-18
| -1% | -$38K | 0.05% | 417 |
|
|
2024
Q3 | $2.73M | Sell |
1,485
-500
| -25% | -$920K | 0.04% | 449 |
|
|
2024
Q2 | $3.34M | Hold |
1,985
| – | – | 0.05% | 372 |
|
|
2024
Q1 | $3.25M | Sell |
1,985
-20
| -1% | -$32.7K | 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% | -$128K | 0.08% | 286 |
|
|
2023
Q1 | $3.04M | Buy |
3,121
+440
| +16% | +$428K | 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% | +$103K | 0.03% | 526 |
|
|
2021
Q4 | $2.1M | Buy |
2,526
+5
| +0.2% | +$4.15K | 0.04% | 500 |
|
|
2021
Q3 | $2.13M | Hold |
2,521
| – | – | 0.04% | 489 |
|
|
2021
Q2 | $2.1M | Sell |
2,521
-50
| -2% | -$41.6K | 0.04% | 502 |
|
|
2021
Q1 | $2.15M | Sell |
2,571
-499
| -16% | -$417K | 0.04% | 448 |
|
|
2020
Q4 | $1.76M | Sell |
3,070
-1,075
| -26% | -$617K | 0.04% | 477 |
|
|
2020
Q3 | $1.32M | Buy |
4,145
+50
| +1% | +$15.9K | 0.03% | 490 |
|
|
2020
Q2 | $1.66M | Buy |
4,095
+225
| +6% | +$91.2K | 0.04% | 421 |
|
|
2020
Q1 | $1.29M | Buy |
3,870
+1,150
| +42% | +$383K | 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% | -$163K | 0.03% | 564 |
|
|
2018
Q4 | $1.18M | Buy |
3,120
+20
| +0.6% | +$7.54K | 0.04% | 489 |
|
|
2018
Q3 | $1.4M | Hold |
3,100
| – | – | 0.04% | 490 |
|
|
2018
Q2 | $1.25M | Buy |
3,100
+2,100
| +210% | +$847K | 0.03% | 515 |
|
|
2018
Q1 | $413K | Sell |
1,000
-100
| -9% | -$41.3K | 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% | +$142K | 0.01% | 892 |
|
|
2016
Q3 | $206K | Buy |
+700
| New | +$206K | 0.01% | 1125 |
|