QFA
Quantum Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Hold |
129
| – | – | 0.03% | 151 |
|
2025
Q1 | $239K | Hold |
129
| – | – | 0.04% | 147 |
|
2024
Q4 | $273K | Hold |
129
| – | – | 0.04% | 137 |
|
2024
Q3 | $237K | Hold |
129
| – | – | 0.04% | 155 |
|
2024
Q2 | $217K | Hold |
129
| – | – | 0.04% | 151 |
|
2024
Q1 | $211K | Buy |
+129
| New | +$211K | 0.04% | 162 |
|