Allworth Financial’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Buy |
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|
2025
Q1 | $7.41K | Sell |
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|
2024
Q4 | $22.3K | Buy |
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|
2024
Q3 | $18.6K | Sell |
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|
2024
Q2 | $24.8K | Sell |
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|
2024
Q1 | $111K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $90.9K | Sell |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $150K | Buy |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $88K | Buy |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q3 | $10K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
|