Mount Yale Investment Advisors’s Fifth Third Bancorp FITB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Buy	33,134 +26,418	+393%	+$1.3M	0.04%	428
2025 Q4	$317K	Buy	+6,716	New	+$296K	0.02%	580
2025 Q3	–	Sell	-1,171	Closed	-$48.2K	–	999
2025 Q2	$48.2K	Buy	+1,171	New	+$43.9K	﹤0.01%	827
2022 Q1	–	Sell	-6,197	Closed	-$270K	–	474
2021 Q4	$270K	Buy	6,197 +39	+0.6%	+$1.71K	0.03%	397
2021 Q3	$261K	Sell	6,158 -28	-0.5%	-$1.07K	0.03%	382
2021 Q2	$236K	Buy	6,186 +71	+1%	+$2.84K	0.03%	377
2021 Q1	$229K	Buy	+6,115	New	+$207K	0.03%	377
2018 Q4	–	Sell	-336	Closed	-$9K	–	474
2018 Q3	$9K	Hold	336	–	–	﹤0.01%	862
2018 Q2	$10K	Sell	336 -15,786	-98%	-$501K	﹤0.01%	871
2018 Q1	$512K	Buy	+16,122	New	+$526K	0.11%	164