BOK Financial’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14
| Closed | -$1.26K | – | 1360 |
|
|
2024
Q3 | $1.26K | Sell |
14
-2
| -13% | -$180 | ﹤0.01% | 1165 |
|
|
2024
Q2 | $1.74K | Hold |
16
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q1 | $2.86K | Sell |
16
-38
| -70% | -$6.8K | ﹤0.01% | 1038 |
|
|
2023
Q4 | $11.5K | Buy |
54
+35
| +184% | +$7.46K | ﹤0.01% | 931 |
|
|
2023
Q3 | $3.31K | Buy |
19
+5
| +36% | +$870 | ﹤0.01% | 998 |
|
|
2023
Q2 | $2.75K | Sell |
14
-42
| -75% | -$8.26K | ﹤0.01% | 1016 |
|
|
2023
Q1 | $11.5K | Buy |
+56
| New | +$11.5K | ﹤0.01% | 984 |
|
|
2021
Q4 | – | Sell |
-1,314
| Closed | -$232K | – | 990 |
|
|
2021
Q3 | $232K | Buy |
+1,314
| New | +$232K | ﹤0.01% | 884 |
|
|
2021
Q1 | $263K | Sell |
1,378
-2,039
| -60% | -$389K | ﹤0.01% | 818 |
|
|
2020
Q4 | $598K | Buy |
+3,417
| New | +$598K | 0.01% | 634 |
|