Pettinga Financial Advisors’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 | $949K | Hold |
485
| – | – | 0.21% | 66 |
|
|
2025
Q1 | $899K | Hold |
485
| – | – | 0.21% | 60 |
|
|
2024
Q4 | $1.02M | Hold |
485
| – | – | 0.23% | 54 |
|
|
2024
Q3 | $893K | Hold |
485
| – | – | 0.21% | 55 |
|
|
2024
Q2 | $817K | Hold |
485
| – | – | 0.2% | 58 |
|
|
2024
Q1 | $793K | Hold |
485
| – | – | 0.2% | 63 |
|
|
2023
Q4 | $688K | Hold |
485
| – | – | 0.18% | 65 |
|
|
2023
Q3 | $669K | Hold |
485
| – | – | 0.2% | 53 |
|
|
2023
Q2 | $622K | Hold |
485
| – | – | 0.18% | 53 |
|
|
2023
Q1 | $472K | Hold |
485
| – | – | 0.15% | 63 |
|
|
2022
Q4 | $368K | Hold |
485
| – | – | 0.12% | 77 |
|
|
2022
Q3 | $387K | Hold |
485
| – | – | 0.13% | 69 |
|
|
2022
Q2 | $317K | Hold |
485
| – | – | 0.1% | 86 |
|
|
2022
Q1 | $323K | Hold |
485
| – | – | 0.08% | 85 |
|
|
2021
Q4 | $402K | Hold |
485
| – | – | 0.1% | 81 |
|
|
2021
Q3 | $409K | Hold |
485
| – | – | 0.1% | 76 |
|
|
2021
Q2 | $404K | Hold |
485
| – | – | 0.11% | 74 |
|
|
2021
Q1 | $405K | Hold |
485
| – | – | 0.12% | 70 |
|
|
2020
Q4 | $279K | Buy |
+485
| New | +$279K | 0.1% | 72 |
|
|
2020
Q1 | – | Sell |
-485
| Closed | -$258K | – | 80 |
|
|
2019
Q4 | $258K | Hold |
485
| – | – | 0.14% | 73 |
|
|
2019
Q3 | $229K | Hold |
485
| – | – | 0.12% | 84 |
|
|
2019
Q2 | $218K | Buy |
+485
| New | +$218K | 0.11% | 88 |
|