Steward Partners Investment Advisory’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
$115K Sell
2025
Q2
$152K Sell
2025
Q1
$151K Buy
2024
Q4
$164K Buy
2024
Q3
$130K Sell
2024
Q2
$159K Buy
2024
Q1
$112K Sell
2023
Q4
$98.3K Hold
2023
Q3
$95.5K Sell
2023
Q2
$123K Hold
2023
Q1
$93.6K Hold
2022
Q4
$72.9K Hold
2022
Q3
$77K Hold
2022
Q2
$63K Hold
2022
Q1
$64K Buy