Toth Financial Advisory’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 | $104K | Buy |
53
+13
| +33% | +$25.5K | 0.01% | 238 |
|
|
2025
Q1 | $74.2K | Buy |
40
+29
| +264% | +$53.8K | 0.01% | 257 |
|
|
2024
Q4 | $23.2K | Sell |
11
-15
| -58% | -$31.7K | ﹤0.01% | 378 |
|
|
2024
Q3 | $47.9K | Sell |
26
-58
| -69% | -$107K | 0.01% | 298 |
|
|
2024
Q2 | $141K | Buy |
84
+15
| +22% | +$25.3K | 0.02% | 219 |
|
|
2024
Q1 | $113K | Sell |
69
-451
| -87% | -$737K | 0.01% | 227 |
|
|
2023
Q4 | $738K | Buy |
+520
| New | +$738K | 0.1% | 143 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$83K | – | 738 |
|
|
2021
Q4 | $83K | Hold |
100
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $84K | Hold |
100
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $83K | Hold |
100
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $84K | Hold |
100
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $57K | Buy |
+100
| New | +$57K | 0.01% | 252 |
|