SMA
Sage Mountain Advisors’s Fifth Third Bancorp FITB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $604K | Sell |
14,681
-14,975
| -50% | -$616K | 0.04% | 215 |
|
2025
Q1 | $1.16M | Sell |
29,656
-1,170
| -4% | -$45.9K | 0.09% | 103 |
|
2024
Q4 | $1.3M | Sell |
30,826
-1,693
| -5% | -$71.6K | 0.1% | 92 |
|
2024
Q3 | $1.39M | Buy |
32,519
+708
| +2% | +$30.3K | 0.12% | 89 |
|
2024
Q2 | $1.16M | Sell |
31,811
-648
| -2% | -$23.6K | 0.11% | 89 |
|
2024
Q1 | $1.21M | Buy |
32,459
+83
| +0.3% | +$3.09K | 0.13% | 83 |
|
2023
Q4 | $1.12M | Buy |
32,376
+875
| +3% | +$30.2K | 0.13% | 79 |
|
2023
Q3 | $798K | Buy |
31,501
+67
| +0.2% | +$1.7K | 0.11% | 83 |
|
2023
Q2 | $824K | Buy |
31,434
+131
| +0.4% | +$3.43K | 0.12% | 79 |
|
2023
Q1 | $834K | Buy |
+31,303
| New | +$834K | 0.13% | 69 |
|
2022
Q1 | – | Sell |
-13,596
| Closed | -$592K | – | 647 |
|
2021
Q4 | $592K | Buy |
13,596
+1,033
| +8% | +$45K | 0.07% | 267 |
|
2021
Q3 | $533K | Sell |
12,563
-157
| -1% | -$6.66K | 0.08% | 241 |
|
2021
Q2 | $486K | Buy |
12,720
+175
| +1% | +$6.69K | 0.08% | 232 |
|
2021
Q1 | $470K | Hold |
12,545
| – | – | 0.1% | 167 |
|
2020
Q4 | $346K | Buy |
+12,545
| New | +$346K | 0.11% | 120 |
|