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Yoffe Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Yoffe Investment Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$250K Hold
128
– – 0.34% 100
2025
Q1 		$237K Hold
128
– – 0.35% 98
2024
Q4 		$270K Buy
+128
New +$270K 0.4% 88