Mount Yale Investment Advisors’s Fifth Third Bancorp FITB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.2K | Buy |
+1,171
| New | +$48.2K | ﹤0.01% | 826 |
|
2022
Q1 | – | Sell |
-6,197
| Closed | -$270K | – | 472 |
|
2021
Q4 | $270K | Buy |
6,197
+39
| +0.6% | +$1.7K | 0.03% | 391 |
|
2021
Q3 | $261K | Sell |
6,158
-28
| -0.5% | -$1.19K | 0.03% | 381 |
|
2021
Q2 | $236K | Buy |
6,186
+71
| +1% | +$2.71K | 0.03% | 376 |
|
2021
Q1 | $229K | Buy |
+6,115
| New | +$229K | 0.03% | 376 |
|
2018
Q4 | – | Sell |
-336
| Closed | -$9K | – | 472 |
|
2018
Q3 | $9K | Hold |
336
| – | – | ﹤0.01% | 862 |
|
2018
Q2 | $10K | Sell |
336
-15,786
| -98% | -$470K | ﹤0.01% | 865 |
|
2018
Q1 | $512K | Buy |
+16,122
| New | +$512K | 0.11% | 164 |
|