Sequoia Financial Advisors’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 | $253K | Buy |
129
+3
| +2% | +$5.87K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $234K | Sell |
126
-182
| -59% | -$338K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $651K | Sell |
308
-40
| -11% | -$84.6K | 0.01% | 714 |
|
|
2024
Q3 | $641K | Buy |
348
+46
| +15% | +$84.7K | 0.01% | 668 |
|
|
2024
Q2 | $508K | Buy |
302
+2
| +0.7% | +$3.37K | 0.01% | 678 |
|
|
2024
Q1 | $491K | Sell |
300
-238
| -44% | -$389K | 0.01% | 691 |
|
|
2023
Q4 | $763K | Buy |
538
+255
| +90% | +$362K | 0.01% | 610 |
|
|
2023
Q3 | $391K | Sell |
283
-18
| -6% | -$24.8K | 0.01% | 591 |
|
|
2023
Q2 | $386K | Buy |
+301
| New | +$386K | 0.01% | 603 |
|