Stonehage Fleming Financial Services’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 | $1.18M | Hold |
602
| – | – | 0.03% | 57 |
|
|
2025
Q1 | $1.12M | Sell |
602
-1
| -0.2% | -$1.85K | 0.04% | 48 |
|
|
2024
Q4 | $1.27M | Hold |
603
| – | – | 0.04% | 51 |
|
|
2024
Q3 | $1.11M | Sell |
603
-2
| -0.3% | -$3.68K | 0.03% | 50 |
|
|
2024
Q2 | $1.02M | Sell |
605
-508
| -46% | -$855K | 0.03% | 56 |
|
|
2024
Q1 | $1.04M | Buy |
1,113
+506
| +83% | +$473K | 0.07% | 39 |
|
|
2023
Q4 | $861K | Sell |
607
-42
| -6% | -$59.6K | 0.03% | 68 |
|
|
2023
Q3 | $891K | Sell |
649
-59
| -8% | -$81K | 0.08% | 75 |
|
|
2023
Q2 | $901K | Sell |
708
-405
| -36% | -$515K | 0.03% | 66 |
|
|
2023
Q1 | $1.04M | Buy |
1,113
+8
| +0.7% | +$7.48K | 0.07% | 39 |
|
|
2022
Q4 | $838K | Sell |
1,105
-179
| -14% | -$136K | 0.06% | 49 |
|
|
2022
Q3 | $1.01M | Hold |
1,284
| – | – | 0.08% | 38 |
|
|
2022
Q2 | $857K | Sell |
1,284
-34
| -3% | -$22.7K | 0.03% | 77 |
|
|
2022
Q1 | $892K | Buy |
1,318
+744
| +130% | +$504K | 0.03% | 84 |
|
|
2021
Q4 | $466K | Hold |
574
| – | – | 0.01% | 120 |
|
|
2021
Q3 | $499K | Hold |
574
| – | – | 0.01% | 114 |
|
|
2021
Q2 | $479K | Buy |
574
+63
| +12% | +$52.6K | 0.01% | 110 |
|
|
2021
Q1 | $436K | Buy |
+511
| New | +$436K | 0.01% | 118 |
|