United Capital Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$452K Buy
2023
Q3
Sell
2023
Q2
$257K Buy
2023
Q1
Sell
2022
Q4
$262K Sell
2022
Q3
$352K Sell
2022
Q2
$291K Buy
2022
Q1
$292K Buy
2021
Q4
$299K Hold
2021
Q3
$304K Hold
2021
Q2
$300K Hold
2021
Q1
$301K Buy