Verdence 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 | $346K | Buy |
177
+2
| +1% | +$3.91K | 0.02% | 517 |
|
2025
Q1 | $324K | Buy |
175
+2
| +1% | +$3.71K | 0.02% | 511 |
|
2024
Q4 | $366K | Buy |
173
+7
| +4% | +$14.8K | 0.03% | 435 |
|
2024
Q3 | $306K | Sell |
166
-1
| -0.6% | -$1.84K | 0.02% | 514 |
|
2024
Q2 | $281K | Sell |
167
-6
| -3% | -$10.1K | 0.03% | 496 |
|
2024
Q1 | $283K | Sell |
173
-1
| -0.6% | -$1.64K | 0.03% | 495 |
|
2023
Q4 | $247K | Sell |
174
-8
| -4% | -$11.4K | 0.02% | 510 |
|
2023
Q3 | $251K | Buy |
182
+22
| +14% | +$30.4K | 0.03% | 487 |
|
2023
Q2 | $205K | Buy |
+160
| New | +$205K | 0.02% | 509 |
|