TD Private Client Wealth’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 | $2M | Buy |
1,021
+13
| +1% | +$25.4K | 0.05% | 239 |
|
|
2025
Q1 | $1.87M | Buy |
1,008
+20
| +2% | +$37.1K | 0.05% | 237 |
|
|
2024
Q4 | $2.09M | Sell |
988
-19
| -2% | -$40.1K | 0.06% | 224 |
|
|
2024
Q3 | $1.85M | Buy |
1,007
+10
| +1% | +$18.4K | 0.05% | 255 |
|
|
2024
Q2 | $1.68M | Sell |
997
-131
| -12% | -$221K | 0.05% | 265 |
|
|
2024
Q1 | $1.84M | Buy |
1,128
+65
| +6% | +$106K | 0.06% | 251 |
|
|
2023
Q4 | $1.51M | Sell |
1,063
-18
| -2% | -$25.5K | 0.05% | 267 |
|
|
2023
Q3 | $1.49M | Sell |
1,081
-55
| -5% | -$75.9K | 0.06% | 256 |
|
|
2023
Q2 | $1.46M | Sell |
1,136
-38
| -3% | -$48.8K | 0.06% | 272 |
|
|
2023
Q1 | $1.14M | Sell |
1,174
-24
| -2% | -$23.4K | 0.05% | 311 |
|
|
2022
Q4 | $909K | Sell |
1,198
-1
| -0.1% | -$758 | 0.04% | 338 |
|
|
2022
Q3 | $956K | Buy |
+1,199
| New | +$956K | 0.05% | 316 |
|
|
2022
Q2 | – | Sell |
-35
| Closed | -$23.3K | – | 1242 |
|
|
2022
Q1 | $23.3K | Buy |
+35
| New | +$23.3K | ﹤0.01% | 922 |
|