SeaCrest Wealth Management’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 | $421K | Buy |
215
+1
| +0.5% | +$1.96K | 0.05% | 360 |
|
2025
Q1 | $397K | Hold |
214
| – | – | 0.05% | 396 |
|
2024
Q4 | $453K | Buy |
214
+37
| +21% | +$78.3K | 0.05% | 366 |
|
2024
Q3 | $326K | Buy |
177
+12
| +7% | +$22.1K | 0.04% | 463 |
|
2024
Q2 | $278K | Buy |
+165
| New | +$278K | 0.03% | 486 |
|
2023
Q1 | – | Sell |
-291
| Closed | -$221K | – | 651 |
|
2022
Q4 | $221K | Hold |
291
| – | – | 0.03% | 528 |
|
2022
Q3 | $232K | Buy |
291
+3
| +1% | +$2.39K | 0.04% | 500 |
|
2022
Q2 | $188K | Buy |
+288
| New | +$188K | 0.02% | 625 |
|