Orion Portfolio Solutions’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.08M | Buy |
2,202
+14
| +0.6% | +$26K | 0.04% | 410 |
|
|
2024
Q4 | $4.62M | Sell |
2,188
-104
| -5% | -$220K | 0.05% | 350 |
|
|
2024
Q3 | $4.22M | Sell |
2,292
-164
| -7% | -$302K | 0.04% | 387 |
|
|
2024
Q2 | $4.14M | Sell |
2,456
-284
| -10% | -$478K | 0.04% | 367 |
|
|
2024
Q1 | $4.48M | Sell |
2,740
-119
| -4% | -$195K | 0.05% | 345 |
|
|
2023
Q4 | $4.06M | Sell |
2,859
-223
| -7% | -$317K | 0.05% | 353 |
|
|
2023
Q3 | $4.25M | Sell |
3,082
-293
| -9% | -$404K | 0.05% | 336 |
|
|
2023
Q2 | $4.33M | Sell |
3,375
-762
| -18% | -$978K | 0.05% | 360 |
|
|
2023
Q1 | $4.03M | Buy |
+4,137
| New | +$4.03M | 0.05% | 325 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 2260 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1649 |
|