Stratos Wealth Partners’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 | $252K | Sell |
128
-34
| -21% | -$66.8K | ﹤0.01% | 1214 |
|
|
2025
Q1 | $301K | Sell |
162
-7
| -4% | -$13K | ﹤0.01% | 1095 |
|
|
2024
Q4 | $358K | Sell |
169
-17
| -9% | -$36.1K | 0.01% | 1071 |
|
|
2024
Q3 | $344K | Buy |
+186
| New | +$344K | 0.01% | 1083 |
|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$335K | – | 1091 |
|
|
2020
Q3 | $335K | Hold |
1,050
| – | – | 0.01% | 741 |
|
|
2020
Q2 | $425K | Hold |
1,050
| – | – | 0.02% | 654 |
|
|
2020
Q1 | $350K | Sell |
1,050
-10
| -0.9% | -$3.33K | 0.02% | 633 |
|
|
2019
Q4 | $564K | Sell |
1,060
-10
| -0.9% | -$5.32K | 0.02% | 560 |
|
|
2019
Q3 | $505K | Buy |
1,070
+10
| +0.9% | +$4.72K | 0.02% | 559 |
|
|
2019
Q2 | $477K | Buy |
1,060
+70
| +7% | +$31.5K | 0.02% | 585 |
|
|
2019
Q1 | $403K | Sell |
990
-10
| -1% | -$4.07K | 0.02% | 617 |
|
|
2018
Q4 | $377K | Hold |
1,000
| – | – | 0.02% | 594 |
|
|
2018
Q3 | $452K | Hold |
1,000
| – | – | 0.02% | 575 |
|
|
2018
Q2 | $403K | Hold |
1,000
| – | – | 0.02% | 633 |
|
|
2018
Q1 | $413K | Hold |
1,000
| – | – | 0.02% | 612 |
|
|
2017
Q4 | $403K | Hold |
1,000
| – | – | 0.02% | 582 |
|
|
2017
Q3 | $374K | Hold |
1,000
| – | – | 0.02% | 595 |
|
|
2017
Q2 | $373K | Hold |
1,000
| – | – | 0.02% | 556 |
|
|
2017
Q1 | $335K | Hold |
1,000
| – | – | 0.02% | 545 |
|
|
2016
Q4 | $355K | Hold |
1,000
| – | – | 0.02% | 472 |
|
|
2016
Q3 | $294K | Buy |
+1,000
| New | +$294K | 0.02% | 495 |
|