Sheets Smith Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Sheets Smith Wealth Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.44M	Buy
2025 Q2	$2.83M	Hold
2025 Q1	$2.68M	Hold
2024 Q4	$3.06M	Hold
2024 Q3	$2.66M	Hold
2024 Q2	$2.44M	Sell
2024 Q1	$7.13M	Buy
2023 Q4	$5.55M	Buy
2023 Q3	$5.38M	Sell
2023 Q2	$5.14M	Buy
2023 Q1	$2.38M	Hold
2022 Q4	$1.86M	Sell
2022 Q3	$2.76M	Buy
2022 Q2	$1.6M	Sell
2022 Q1	$1.68M	Hold
2021 Q4	$2.09M	Hold
2021 Q3	$2.12M	Hold
2021 Q2	$2.1M	Hold
2021 Q1	$2.1M	Sell
2020 Q4	$1.46M	Hold
2020 Q3	$813K	Hold
2020 Q2	$1.03M	Hold
2020 Q1	$848K	Hold
2019 Q4	$1.36M	Hold
2019 Q3	$1.2M	Sell
2019 Q2	$1.24M	Sell
2019 Q1	$1.15M	Hold
2018 Q4	$1.06M	Sell
2018 Q3	$1.3M	Hold
2018 Q2	$1.16M	Hold
2018 Q1	$1.19M	Hold
2017 Q4	$1.16M	Hold
2017 Q3	$1.07M	Sell
2017 Q2	$1.09M	Hold
2017 Q1	$984K	Hold
2016 Q4	$1.04M	Hold
2016 Q3	$862K	Hold
2016 Q2	$759K	Hold
2016 Q1	$736K	Hold
2015 Q4	$757K	Hold
2015 Q3	$663K	Hold
2015 Q2	$771K	Hold
2015 Q1	$762K	Hold
2014 Q4	$741K	Hold
2014 Q3	$635K	Hold
2014 Q2	$719K	Hold
2014 Q1	$706K	Hold
2013 Q4	$653K	Hold
2013 Q3	$603K	Hold
2013 Q2	$563K	Buy