EP Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$832K Buy
20,223
+4,213
+26% +$173K 0.01% 617
2025
Q1
$628K Sell
16,010
-131
-0.8% -$5.14K 0.01% 623
2024
Q4
$682K Buy
16,141
+71
+0.4% +$3K 0.01% 597
2024
Q3
$688K Buy
16,070
+6,814
+74% +$292K 0.01% 594
2024
Q2
$338K Buy
9,256
+212
+2% +$7.74K ﹤0.01% 621
2024
Q1
$337K Buy
9,044
+1,539
+21% +$57.3K ﹤0.01% 599
2023
Q4
$259K Buy
+7,505
New +$259K ﹤0.01% 662
2022
Q3
Sell
-8,148
Closed -$274K 437
2022
Q2
$274K Buy
8,148
+878
+12% +$29.5K 0.01% 498
2022
Q1
$313K Buy
7,270
+930
+15% +$40K 0.01% 482
2021
Q4
$276K Buy
6,340
+909
+17% +$39.6K 0.01% 474
2021
Q3
$230K Buy
5,431
+117
+2% +$4.96K 0.01% 486
2021
Q2
$203K Buy
+5,314
New +$203K 0.01% 513