Spire Wealth Management’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 | $5.87K | Sell |
3
-2
| -40% | -$3.91K | ﹤0.01% | 1896 |
|
|
2025
Q1 | $9.27K | Sell |
5
-3
| -38% | -$5.56K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $17K | Hold |
8
| – | – | ﹤0.01% | 1675 |
|
|
2024
Q3 | $14.7K | Hold |
8
| – | – | ﹤0.01% | 1530 |
|
|
2024
Q2 | $13.5K | Buy |
+8
| New | +$13.5K | ﹤0.01% | 1553 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$11.3K | – | 2337 |
|
|
2023
Q4 | $11.3K | Hold |
8
| – | – | ﹤0.01% | 1725 |
|
|
2023
Q3 | $11K | Hold |
8
| – | – | ﹤0.01% | 1702 |
|
|
2023
Q2 | $10.3K | Sell |
8
-2
| -20% | -$2.57K | ﹤0.01% | 1809 |
|
|
2023
Q1 | $9.73K | Buy |
+10
| New | +$9.73K | ﹤0.01% | 1852 |
|
|
2022
Q3 | – | Sell |
-376
| Closed | -$246K | – | 2310 |
|
|
2022
Q2 | $246K | Buy |
376
+16
| +4% | +$10.5K | 0.01% | 691 |
|
|
2022
Q1 | $240K | Buy |
+360
| New | +$240K | 0.01% | 813 |
|