LWM
Lodestone Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Sell |
12,221
-558
| -4% | -$23K | 0.24% | 98 |
|
2025
Q1 | $501K | Sell |
12,779
-2,986
| -19% | -$117K | 0.27% | 92 |
|
2024
Q4 | $667K | Sell |
15,765
-288
| -2% | -$12.2K | 0.33% | 77 |
|
2024
Q3 | $688K | Hold |
16,053
| – | – | 0.34% | 73 |
|
2024
Q2 | $586K | Sell |
16,053
-19
| -0.1% | -$693 | 0.31% | 77 |
|
2024
Q1 | $598K | Hold |
16,072
| – | – | 0.31% | 74 |
|
2023
Q4 | $554K | Buy |
+16,072
| New | +$554K | 0.32% | 73 |
|