Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$477,742.57
% of Total Estimate Gain
49.80%

AFFINITY INVESTMENT ADVISORS, LLC's First Citizens BancShares Inc Holding Summary

As of 2025-03-31, AFFINITY INVESTMENT ADVISORS, LLC held - shares of First Citizens BancShares Inc(FCNCA), totaling N/A. This investment constitutes 0% of their stock portfolio, and AFFINITY INVESTMENT ADVISORS, LLC now holds 0% of the outstanding First Citizens BancShares Inc(FCNCA) stock.

The initial trade took place in 2023Q3. And since then AFFINITY INVESTMENT ADVISORS, LLC has made 2 purchases of FCNCA, at an average price of $1,374.36, for a total of 698.00 shares. In addition, there have been 3 sales at an average price of $2,058.81 for 698.00 shares. Based on historical transaction data and FCNCA's current price of $1956.86, AFFINITY INVESTMENT ADVISORS, LLC's estimated gain on his FCNCA holdings is $477,742.57, reflecting a 49.80% gain to date.

AFFINITY INVESTMENT ADVISORS, LLC FCNCA ($1956.86) Holding Chart

AFFINITY INVESTMENT ADVISORS, LLC FCNCA ($1956.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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