Quantum 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
2025
Q3
$231K Hold
2025
Q2
$252K Hold
2025
Q1
$239K Hold
2024
Q4
$273K Hold
2024
Q3
$237K Hold
2024
Q2
$217K Hold
2024
Q1
$211K Buy