Whitener 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 | $988K | Buy |
505
+10
| +2% | +$19.6K | 0.26% | 77 |
|
|
2025
Q1 | $918K | Hold |
495
| – | – | 0.26% | 76 |
|
|
2024
Q4 | $1.05M | Hold |
495
| – | – | 0.29% | 68 |
|
|
2024
Q3 | $911K | Sell |
495
-62
| -11% | -$114K | 0.26% | 74 |
|
|
2024
Q2 | $938K | Buy |
557
+37
| +7% | +$62.3K | 0.28% | 69 |
|
|
2024
Q1 | $850K | Hold |
520
| – | – | 0.28% | 72 |
|
|
2023
Q4 | $738K | Hold |
520
| – | – | 0.27% | 72 |
|
|
2023
Q3 | $718K | Sell |
520
-5
| -1% | -$6.9K | 0.29% | 70 |
|
|
2023
Q2 | $674K | Sell |
525
-103
| -16% | -$132K | 0.26% | 73 |
|
|
2023
Q1 | $611K | Buy |
+628
| New | +$611K | 0.26% | 75 |
|