Rise 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 Q4	–	Sell	-9	Closed	-$16.5K	–	570
2025 Q3	$16.5K	Hold	9	–	–	0.01%	695
2025 Q2	$18K	Hold	9	–	–	0.01%	597
2025 Q1	$17.1K	Hold	9	–	–	0.01%	607
2024 Q4	$19.4K	Hold	9	–	–	0.01%	680
2024 Q3	$16.9K	Hold	9	–	–	0.01%	797
2024 Q2	$15.4K	Hold	9	–	–	0.01%	808
2024 Q1	$15K	Hold	9	–	–	0.01%	858
2023 Q4	$13K	Hold	9	–	–	0.01%	294
2023 Q3	$12.6K	Hold	9	–	–	0.01%	296
2023 Q2	$11.7K	Hold	9	–	–	0.01%	315
2023 Q1	$8.89K	Hold	9	–	–	0.01%	379
2022 Q4	$6.92K	Hold	9	–	–	0.01%	405
2022 Q3	$7K	Hold	9	–	–	0.01%	387
2022 Q2	$6K	Hold	9	–	–	0.01%	415
2022 Q1	$6K	Buy	+9	New	+$7.01K	0.01%	392