Summit X LLC’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
$2.21M Buy
1,128
+12
+1% +$23.5K 0.41% 48
2025
Q1
$2.07M Sell
1,116
-36
-3% -$66.8K 0.44% 46
2024
Q4
$2.43M Sell
1,152
-16
-1% -$33.8K 0.54% 39
2024
Q3
$1.97M Sell
1,168
-114
-9% -$192K 0.48% 42
2024
Q2
$2.17M Buy
1,282
+87
+7% +$147K 0.49% 40
2024
Q1
$1.96M Buy
1,195
+37
+3% +$60.7K 0.5% 45
2023
Q4
$1.64M Buy
1,158
+14
+1% +$19.9K 0.47% 44
2023
Q3
$1.58M Sell
1,144
-135
-11% -$187K 0.5% 39
2023
Q2
$1.65M Sell
1,279
-40
-3% -$51.5K 0.4% 47
2023
Q1
$1.28M Sell
1,319
-218
-14% -$212K 0.33% 58
2022
Q4
$1.01M Sell
1,537
-47
-3% -$30.8K 0.29% 77
2022
Q3
$1.28M Buy
1,584
+41
+3% +$33.1K 0.38% 62
2022
Q2
$1.01M Sell
1,543
-17
-1% -$11.2K 0.29% 75
2022
Q1
$1.04M Buy
+1,560
New +$1.04M 0.25% 84