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 |
|