Summit X LLC’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	–	Sell	-1,128	Closed	-$2.21M	–	81
2025 Q2	$2.21M	Buy	1,128 +12	+1%	+$21.8K	0.41%	48
2025 Q1	$2.07M	Sell	1,116 -36	-3%	-$73.3K	0.44%	46
2024 Q4	$2.43M	Sell	1,152 -16	-1%	-$33.5K	0.54%	39
2024 Q3	$1.97M	Sell	1,168 -114	-9%	-$218K	0.48%	42
2024 Q2	$2.17M	Buy	1,282 +87	+7%	+$146K	0.49%	40
2024 Q1	$1.96M	Buy	1,195 +37	+3%	+$55.6K	0.5%	45
2023 Q4	$1.64M	Buy	1,158 +14	+1%	+$19.7K	0.47%	44
2023 Q3	$1.58M	Sell	1,144 -135	-11%	-$186K	0.5%	39
2023 Q2	$1.65M	Sell	1,279 -40	-3%	-$46.3K	0.4%	47
2023 Q1	$1.28M	Sell	1,319 -218	-14%	-$162K	0.33%	58
2022 Q4	$1.01M	Sell	1,537 -47	-3%	-$37.9K	0.29%	77
2022 Q3	$1.28M	Buy	1,584 +41	+3%	+$32K	0.38%	62
2022 Q2	$1.01M	Sell	1,543 -17	-1%	-$11.1K	0.29%	75
2022 Q1	$1.04M	Buy	+1,560	New	+$1.21M	0.25%	84