SWM
Sugarloaf Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $276K | Sell |
6,536
-95
| -1% | -$4.02K | 0.05% | 130 |
|
|
2024
Q3 | $284K | Hold |
6,631
| – | – | 0.05% | 125 |
|
|
2024
Q2 | $242K | Hold |
6,631
| – | – | 0.05% | 125 |
|
|
2024
Q1 | $247K | Hold |
6,631
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $229K | Sell |
6,631
-80
| -1% | -$2.76K | 0.06% | 126 |
|
|
2023
Q3 | $170K | Sell |
6,711
-1,243
| -16% | -$31.5K | 0.04% | 148 |
|
|
2023
Q2 | $208K | Sell |
7,954
-1,496
| -16% | -$39.2K | 0.05% | 131 |
|
|
2023
Q1 | $252K | Buy |
9,450
+2,739
| +41% | +$73K | 0.06% | 113 |
|
|
2022
Q4 | $220K | Sell |
6,711
-64,465
| -91% | -$2.12M | 0.06% | 119 |
|
|
2022
Q3 | $2.28M | Sell |
71,176
-509
| -0.7% | -$16.3K | 0.58% | 24 |
|
|
2022
Q2 | $2.41M | Sell |
71,685
-8,458
| -11% | -$284K | 0.6% | 21 |
|
|
2022
Q1 | $3.45M | Buy |
80,143
+424
| +0.5% | +$18.2K | 0.82% | 17 |
|
|
2021
Q4 | $3.47M | Sell |
79,719
-3,025
| -4% | -$132K | 0.82% | 15 |
|
|
2021
Q3 | $3.51M | Buy |
82,744
+254
| +0.3% | +$10.8K | 0.92% | 14 |
|
|
2021
Q2 | $3.15M | Buy |
82,490
+217
| +0.3% | +$8.3K | 0.86% | 13 |
|
|
2021
Q1 | $3.08K | Sell |
82,273
-2,383
| -3% | -$89 | 0.92% | 15 |
|
|
2020
Q4 | $2.33M | Sell |
84,656
-132
| -0.2% | -$3.64K | 0.78% | 19 |
|
|
2020
Q3 | $1.81M | Buy |
84,788
+2,139
| +3% | +$45.6K | 0.66% | 24 |
|
|
2020
Q2 | $1.59M | Buy |
82,649
+1,138
| +1% | +$21.9K | 0.61% | 26 |
|
|
2020
Q1 | $1.21M | Buy |
81,511
+602
| +0.7% | +$8.94K | 0.54% | 25 |
|
|
2019
Q4 | $2.49M | Buy |
+80,909
| New | +$2.49M | 1.06% | 19 |
|