Steward Partners Investment Advisory’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 | $152K | Sell |
78
-3
| -4% | -$5.83K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $151K | Buy |
81
+4
| +5% | +$7.46K | ﹤0.01% | 1783 |
|
|
2024
Q4 | $164K | Buy |
77
+7
| +10% | +$14.9K | ﹤0.01% | 1720 |
|
|
2024
Q3 | $130K | Sell |
70
-24
| -26% | -$44.4K | ﹤0.01% | 1747 |
|
|
2024
Q2 | $159K | Buy |
94
+26
| +38% | +$43.9K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $112K | Sell |
68
-1
| -1% | -$1.64K | ﹤0.01% | 1707 |
|
|
2023
Q4 | $98.3K | Hold |
69
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q3 | $95.5K | Sell |
69
-27
| -28% | -$37.4K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $123K | Hold |
96
| – | – | ﹤0.01% | 1479 |
|
|
2023
Q1 | $93.6K | Hold |
96
| – | – | ﹤0.01% | 1617 |
|
|
2022
Q4 | $72.9K | Hold |
96
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q3 | $77K | Hold |
96
| – | – | ﹤0.01% | 1598 |
|
|
2022
Q2 | $63K | Hold |
96
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q1 | $64K | Buy |
+96
| New | +$64K | ﹤0.01% | 1787 |
|