OWA
Octavia 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 | $424K | Sell |
10,220
-729
| -7% | -$30.3K | 0.05% | 129 |
|
|
2025
Q1 | $433K | Sell |
10,949
-1,434
| -12% | -$56.7K | 0.05% | 133 |
|
|
2024
Q4 | $528K | Sell |
12,383
-4,153
| -25% | -$177K | 0.06% | 114 |
|
|
2024
Q3 | $715K | Sell |
16,536
-1,286
| -7% | -$55.6K | 0.09% | 91 |
|
|
2024
Q2 | $657K | Sell |
17,822
-1,244
| -7% | -$45.8K | 0.09% | 98 |
|
|
2024
Q1 | $716K | Buy |
19,066
+68
| +0.4% | +$2.55K | 0.11% | 93 |
|
|
2023
Q4 | $662K | Sell |
18,998
-1,900
| -9% | -$66.2K | 0.12% | 96 |
|
|
2023
Q3 | $537K | Buy |
20,898
+8,727
| +72% | +$224K | 0.11% | 99 |
|
|
2023
Q2 | $323K | Buy |
12,171
+699
| +6% | +$18.6K | 0.07% | 136 |
|
|
2023
Q1 | $309K | Buy |
11,472
+961
| +9% | +$25.9K | 0.07% | 129 |
|
|
2022
Q4 | $348K | Sell |
10,511
-1,076
| -9% | -$35.7K | 0.09% | 122 |
|
|
2022
Q3 | $374K | Buy |
11,587
+4
| +0% | +$129 | 0.1% | 108 |
|
|
2022
Q2 | $392K | Sell |
11,583
-297
| -3% | -$10.1K | 0.1% | 105 |
|
|
2022
Q1 | $515K | Sell |
11,880
-205
| -2% | -$8.89K | 0.11% | 97 |
|
|
2021
Q4 | $530K | Buy |
12,085
+21
| +0.2% | +$921 | 0.11% | 99 |
|
|
2021
Q3 | $515K | Buy |
12,064
+3
| +0% | +$128 | 0.13% | 93 |
|
|
2021
Q2 | $464K | Buy |
12,061
+471
| +4% | +$18.1K | 0.12% | 100 |
|
|
2021
Q1 | $437K | Sell |
11,590
-4,352
| -27% | -$164K | 0.13% | 101 |
|
|
2020
Q4 | $444K | Buy |
+15,942
| New | +$444K | 0.14% | 99 |
|