Simon Quick 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 | $558K | Buy |
285
+156
| +121% | +$305K | 0.02% | 403 |
|
|
2025
Q1 | $239K | Buy |
129
+25
| +24% | +$46.4K | 0.01% | 501 |
|
|
2024
Q4 | $220K | Sell |
104
-25
| -19% | -$52.8K | 0.01% | 426 |
|
|
2024
Q3 | $238K | Buy |
129
+1
| +0.8% | +$1.84K | 0.02% | 371 |
|
|
2024
Q2 | $216K | Sell |
128
-1
| -0.8% | -$1.68K | 0.02% | 355 |
|
|
2024
Q1 | $211K | Buy |
+129
| New | +$211K | 0.02% | 378 |
|
|
2020
Q4 | – | Sell |
-38
| Closed | -$12K | – | 471 |
|
|
2020
Q3 | $12K | Hold |
38
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $15K | Buy |
+38
| New | +$15K | 0.01% | 304 |
|