Pettinga Financial Advisors’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
2026 Q2	$1.01M	Hold	485	–	–	0.16%	70
2026 Q1	$914K	Hold	485	–	–	0.17%	74
2025 Q4	$1.04M	Hold	485	–	–	0.2%	71
2025 Q3	$868K	Hold	485	–	–	0.17%	75
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	+$245K	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	+$212K	0.11%	88