Arkadios Wealth Advisors’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Sell |
3,459
-1,790
| -34% | -$235K | 0.01% | 867 |
|
|
2025
Q1 | $393K | Buy |
5,249
+205
| +4% | +$15.4K | 0.01% | 797 |
|
|
2024
Q4 | $529K | Hold |
5,044
| – | – | 0.03% | 526 |
|
|
2024
Q3 | $446K | Sell |
5,044
-36
| -0.7% | -$3.18K | 0.03% | 582 |
|
|
2024
Q2 | $554K | Buy |
5,080
+704
| +16% | +$76.7K | 0.04% | 442 |
|
|
2024
Q1 | $794K | Sell |
4,376
-29
| -0.7% | -$5.26K | 0.06% | 284 |
|
|
2023
Q4 | $939K | Sell |
4,405
-2,389
| -35% | -$509K | 0.08% | 236 |
|
|
2023
Q3 | $1.09M | Sell |
6,794
-500
| -7% | -$80.5K | 0.1% | 197 |
|
|
2023
Q2 | $1.43M | Sell |
7,294
-1,399
| -16% | -$275K | 0.17% | 145 |
|
|
2023
Q1 | $1.79M | Sell |
8,693
-28
| -0.3% | -$5.77K | 0.21% | 124 |
|
|
2022
Q4 | $1.54M | Buy |
+8,721
| New | +$1.54M | 0.2% | 124 |
|
|
2022
Q3 | – | Sell |
-2,656
| Closed | -$301K | – | 540 |
|
|
2022
Q2 | $301K | Buy |
2,656
+46
| +2% | +$5.21K | 0.04% | 394 |
|
|
2022
Q1 | $413K | Buy |
2,610
+225
| +9% | +$35.6K | 0.05% | 351 |
|
|
2021
Q4 | $493K | Buy |
2,385
+2,202
| +1,203% | +$455K | 0.07% | 323 |
|
|
2021
Q3 | $32K | Hold |
183
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q2 | $35K | Buy |
183
+15
| +9% | +$2.87K | ﹤0.01% | 1058 |
|
|
2021
Q1 | $32K | Hold |
168
| – | – | 0.01% | 821 |
|
|
2020
Q4 | $29K | Hold |
168
| – | – | 0.01% | 662 |
|
|
2020
Q3 | $23.2K | Hold |
168
| – | – | 0.01% | 572 |
|
|
2020
Q2 | $16.4K | Hold |
168
| – | – | 0.01% | 582 |
|
|
2020
Q1 | $11.8K | Hold |
168
| – | – | 0.01% | 602 |
|
|
2019
Q4 | $19.3K | Buy |
+168
| New | +$19.3K | 0.01% | 464 |
|