Sendero 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	$9.3M	Buy	4,755 +137	+3%	+$268K	1.16%	16
2025 Q1	$8.56M	Sell	4,618 -5	-0.1%	-$9.27K	1.19%	20
2024 Q4	$9.77M	Sell	4,623 -19	-0.4%	-$40.1K	1.46%	13
2024 Q3	$8.55M	Buy	4,642 +432	+10%	+$795K	1.35%	16
2024 Q2	$7.09M	Buy	+4,210	New	+$7.09M	1.19%	19