CAPTRUST Financial Advisors’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 | $1.67M | Buy |
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|
2025
Q1 | $807K | Buy |
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|
2024
Q4 | $978K | Buy |
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|
2024
Q3 | $738K | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.91M | Sell |
|
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $739K | Buy |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $836K | Buy |
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|
2019
Q3 | $400K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $250K | Buy |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | $174K | Buy |
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|
2017
Q4 | $115K | Buy |
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