Westfield Capital 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
Q2 | $6.23M | Sell |
3,185
-1
| -0% | -$1.96K | 0.03% | 199 |
|
|
2025
Q1 | $5.91M | Hold |
3,186
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $6.73M | Sell |
3,186
-1,830
| -36% | -$3.87M | 0.03% | 200 |
|
|
2024
Q3 | $9.23M | Sell |
5,016
-27,598
| -85% | -$50.8M | 0.04% | 199 |
|
|
2024
Q2 | $54.9M | Buy |
32,614
+4,901
| +18% | +$8.25M | 0.27% | 123 |
|
|
2024
Q1 | $45.3M | Buy |
27,713
+24,528
| +770% | +$40.1M | 0.24% | 147 |
|
|
2023
Q4 | $4.52M | Hold |
3,185
| – | – | 0.03% | 214 |
|
|
2023
Q3 | $4.4M | Sell |
3,185
-29,079
| -90% | -$40.1M | 0.03% | 207 |
|
|
2023
Q2 | $41.4M | Buy |
32,264
+2,725
| +9% | +$3.5M | 0.26% | 133 |
|
|
2023
Q1 | $28.7M | Buy |
29,539
+26,354
| +827% | +$25.6M | 0.2% | 151 |
|
|
2022
Q4 | $2.42M | Hold |
3,185
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $2.54M | Hold |
3,185
| – | – | 0.02% | 210 |
|
|
2022
Q2 | $2.08M | Hold |
3,185
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $2.12M | Sell |
3,185
-27,772
| -90% | -$18.5M | 0.01% | 214 |
|
|
2021
Q4 | $25.7M | Sell |
30,957
-30,268
| -49% | -$25.1M | 0.15% | 159 |
|
|
2021
Q3 | $51.6M | Sell |
61,225
-4,870
| -7% | -$4.11M | 0.31% | 115 |
|
|
2021
Q2 | $55M | Sell |
66,095
-3,692
| -5% | -$3.07M | 0.33% | 115 |
|
|
2021
Q1 | $58.3M | Buy |
+69,787
| New | +$58.3M | 0.36% | 106 |
|