LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-316
| Closed | -$12K | – | 816 |
|
|
2021
Q2 | $12K | Buy |
+316
| New | +$12K | ﹤0.01% | 601 |
|
|
2019
Q4 | – | Sell |
-1,306
| Closed | -$36K | – | 681 |
|
|
2019
Q3 | $36K | Buy |
1,306
+1,277
| +4,403% | +$35.2K | ﹤0.01% | 445 |
|
|
2019
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 691 |
|
|
2019
Q1 | $0 | Hold |
29
| – | – | ﹤0.01% | 716 |
|
|
2018
Q4 | $0 | Hold |
29
| – | – | ﹤0.01% | 703 |
|
|
2018
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 659 |
|
|
2018
Q2 | $0 | Hold |
29
| – | – | ﹤0.01% | 689 |
|
|
2018
Q1 | $0 | Hold |
29
| – | – | ﹤0.01% | 752 |
|
|
2017
Q4 | $0 | Hold |
29
| – | – | ﹤0.01% | 782 |
|
|
2017
Q3 | $0 | Buy |
+29
| New | – | ﹤0.01% | 822 |
|
|
2016
Q2 | – | Sell |
-3,300
| Closed | -$55K | – | 638 |
|
|
2016
Q1 | $55K | Hold |
3,300
| – | – | ﹤0.01% | 379 |
|
|
2015
Q4 | $66K | Hold |
3,300
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $69K | Hold |
3,300
| – | – | ﹤0.01% | 392 |
|
|
2015
Q2 | $69K | Hold |
3,300
| – | – | ﹤0.01% | 392 |
|
|
2015
Q1 | $62K | Sell |
3,300
-100
| -3% | -$1.88K | ﹤0.01% | 411 |
|
|
2014
Q4 | $69K | Buy |
3,400
+100
| +3% | +$2.03K | ﹤0.01% | 392 |
|
|
2014
Q3 | $66K | Sell |
3,300
-2,800
| -46% | -$56K | ﹤0.01% | 377 |
|
|
2014
Q2 | $130K | Hold |
6,100
| – | – | ﹤0.01% | 321 |
|
|
2014
Q1 | $140K | Sell |
6,100
-1,000
| -14% | -$23K | ﹤0.01% | 300 |
|
|
2013
Q4 | $149K | Hold |
7,100
| – | – | ﹤0.01% | 284 |
|
|
2013
Q3 | $128K | Hold |
7,100
| – | – | ﹤0.01% | 285 |
|
|
2013
Q2 | $128K | Buy |
+7,100
| New | +$128K | ﹤0.01% | 296 |
|