Shakespeare Wealth Management’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	$1.04M	Buy	22,428 +16,480	+277%	+$812K	0.25%	40
2025 Q4	$278K	Buy	5,948 +69	+1%	+$3.04K	0.06%	90
2025 Q3	$262K	Hold	5,879	–	–	0.06%	90
2025 Q2	$242K	Buy	5,879 +56	+1%	+$2.1K	0.06%	87
2025 Q1	$228K	Hold	5,823	–	–	0.06%	94
2024 Q4	$246K	Hold	5,823	–	–	0.07%	87
2024 Q3	$249K	Buy	5,823 +22	+0.4%	+$895	0.07%	87
2024 Q2	$212K	Hold	5,801	–	–	0.06%	86
2024 Q1	$216K	Buy	+5,801	New	+$202K	0.06%	83
2022 Q2	–	Sell	-5,673	Closed	-$236K	–	73
2022 Q1	$236K	Buy	5,673 +7	+0.1%	+$327	0.08%	69
2021 Q4	$247K	Hold	5,666	–	–	0.09%	62
2021 Q3	$247K	Hold	5,666	–	–	0.1%	64
2021 Q2	$214K	Hold	5,666	–	–	0.08%	69
2021 Q1	$212K	Buy	+5,666	New	+$192K	0.09%	70
2020 Q4	–	Sell	-11,974	Closed	-$255K	–	70
2020 Q3	$255K	Hold	11,974	–	–	0.13%	57
2020 Q2	$231K	Buy	+11,974	New	+$222K	0.13%	61
2020 Q1	–	Sell	-11,974	Closed	-$368K	–	59
2019 Q4	$368K	Hold	11,974	–	–	0.2%	53
2019 Q3	$328K	Sell	11,974 -632	-5%	-$17.3K	0.19%	57
2019 Q2	$352K	Buy	+12,606	New	+$346K	0.23%	50