Transcend Capital Advisors’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 | $358K | Buy |
183
+3
| +2% | +$5.87K | 0.03% | 402 |
|
|
2025
Q1 | $334K | Hold |
180
| – | – | 0.02% | 449 |
|
|
2024
Q4 | $380K | Buy |
180
+8
| +5% | +$16.9K | 0.03% | 392 |
|
|
2024
Q3 | $317K | Hold |
172
| – | – | 0.02% | 468 |
|
|
2024
Q2 | $290K | Hold |
172
| – | – | 0.02% | 466 |
|
|
2024
Q1 | $281K | Hold |
172
| – | – | 0.02% | 426 |
|
|
2023
Q4 | $244K | Sell |
172
-2
| -1% | -$2.84K | 0.02% | 423 |
|
|
2023
Q3 | $240K | Sell |
174
-10
| -5% | -$13.8K | 0.02% | 413 |
|
|
2023
Q2 | $236K | Sell |
184
-28
| -13% | -$35.9K | 0.02% | 423 |
|
|
2023
Q1 | $206K | Buy |
+212
| New | +$206K | 0.02% | 443 |
|
|
2022
Q4 | – | Sell |
-293
| Closed | -$234K | – | 503 |
|
|
2022
Q3 | $234K | Buy |
+293
| New | +$234K | 0.03% | 407 |
|