Sherbrooke Park Advisers’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 | $202K | Sell |
103
-171
| -62% | -$335K | 0.09% | 395 |
|
|
2025
Q1 | $508K | Buy |
+274
| New | +$508K | 0.24% | 138 |
|
|
2024
Q4 | – | Sell |
-476
| Closed | -$876K | – | 898 |
|
|
2024
Q3 | $876K | Sell |
476
-36
| -7% | -$66.3K | 0.2% | 105 |
|
|
2024
Q2 | $862K | Buy |
512
+297
| +138% | +$500K | 0.15% | 214 |
|
|
2024
Q1 | $352K | Buy |
+215
| New | +$352K | 0.07% | 502 |
|