TriaGen Wealth Management’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
Q1 | – | Sell |
-285
| Closed | -$602K | – | 175 |
|
|
2024
Q4 | $602K | Hold |
285
| – | – | 0.2% | 92 |
|
|
2024
Q3 | $525K | Hold |
285
| – | – | 0.18% | 106 |
|
|
2024
Q2 | $480K | Buy |
285
+1
| +0.4% | +$1.68K | 0.19% | 101 |
|
|
2024
Q1 | $464K | Sell |
284
-2
| -0.7% | -$3.27K | 0.19% | 101 |
|
|
2023
Q4 | $406K | Buy |
286
+9
| +3% | +$12.8K | 0.19% | 106 |
|
|
2023
Q3 | $382K | Buy |
277
+1
| +0.4% | +$1.38K | 0.2% | 102 |
|
|
2023
Q2 | $354K | Buy |
+276
| New | +$354K | 0.16% | 118 |
|