Smith Salley Wealth Management’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Hold |
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|
2025
Q2 | $1.48M | Hold |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.61M | Hold |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.28M | Hold |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Hold |
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|
2018
Q1 | $207K | Hold |
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|
2017
Q4 | $202K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $355K | Hold |
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|
2016
Q3 | $294K | Hold |
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|
2016
Q2 | $259K | Hold |
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|
2016
Q1 | $251K | Hold |
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|
2015
Q4 | $258K | Hold |
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|
2015
Q3 | $226K | Sell |
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|
2015
Q2 | $316K | Hold |
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|
2015
Q1 | $312K | Hold |
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|
2014
Q4 | $303K | Hold |
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|
2014
Q3 | $260K | Sell |
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|
2014
Q2 | $368K | Sell |
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|
2014
Q1 | $421K | Sell |
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|
2013
Q4 | $445K | Hold |
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|
2013
Q3 | $411K | Hold |
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|
2013
Q2 | $384K | Buy |
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