Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $884K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $51K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $665K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $51K | Buy |
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