Clearstead 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 | $55.2K | Sell |
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|
2025
Q1 | $36.9K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.83K | Hold |
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|
2024
Q2 | $3.49K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $66.1K | Sell |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $95.1K | Buy |
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|
2023
Q1 | $63.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $13K | Buy |
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