Physicians Financial Services’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 | $1.08M | Hold |
550
| – | – | 0.32% | 57 |
|
|
2025
Q1 | $1.02M | Hold |
550
| – | – | 0.32% | 54 |
|
|
2024
Q4 | $1.16M | Hold |
550
| – | – | 0.35% | 54 |
|
|
2024
Q3 | $1.01M | Hold |
550
| – | – | 0.32% | 57 |
|
|
2024
Q2 | $926K | Hold |
550
| – | – | 0.3% | 61 |
|
|
2024
Q1 | $899K | Hold |
550
| – | – | 0.32% | 61 |
|
|
2023
Q4 | $780K | Hold |
550
| – | – | 0.3% | 63 |
|
|
2023
Q3 | $759K | Hold |
550
| – | – | 0.31% | 65 |
|
|
2023
Q2 | $706K | Hold |
550
| – | – | 0.28% | 68 |
|
|
2023
Q1 | $535K | Buy |
550
+30
| +6% | +$29.2K | 0.23% | 75 |
|
|
2022
Q4 | $394K | Hold |
520
| – | – | 0.18% | 84 |
|
|
2022
Q3 | $415K | Hold |
520
| – | – | 0.2% | 82 |
|
|
2022
Q2 | $340K | Hold |
520
| – | – | 0.15% | 89 |
|
|
2022
Q1 | $346K | Hold |
520
| – | – | 0.13% | 97 |
|
|
2021
Q4 | $432K | Buy |
520
+120
| +30% | +$99.7K | 0.16% | 89 |
|
|
2021
Q3 | $337K | Hold |
400
| – | – | 0.14% | 98 |
|
|
2021
Q2 | $333K | Hold |
400
| – | – | 0.14% | 97 |
|
|
2021
Q1 | $334K | Buy |
+400
| New | +$334K | 0.14% | 93 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$213K | – | 108 |
|
|
2019
Q4 | $213K | Buy |
+400
| New | +$213K | 0.12% | 118 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$105K | – | 163 |
|
|
2016
Q4 | $105K | Hold |
400
| – | – | 0.09% | 136 |
|
|
2016
Q3 | $117K | Hold |
400
| – | – | 0.1% | 128 |
|
|
2016
Q2 | $104K | Hold |
400
| – | – | 0.09% | 131 |
|
|
2016
Q1 | $100K | Hold |
400
| – | – | 0.09% | 132 |
|
|
2015
Q4 | $103K | Buy |
+400
| New | +$103K | 0.1% | 138 |
|