Personal CFO Solutions’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	$305K	Buy	156 +6	+4%	+$11.7K	0.06%	325
2025 Q1	$278K	Buy	150 +25	+20%	+$46.4K	0.06%	336
2024 Q4	$264K	Buy	+125	New	+$264K	0.05%	364
2024 Q2	–	Sell	-141	Closed	-$231K	–	556
2024 Q1	$231K	Buy	+141	New	+$231K	0.04%	483