Farther Finance 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 | $8.25K | Buy |
63
+35
| +125% | +$4.59K | ﹤0.01% | 3164 |
|
2025
Q1 | $2.14K | Sell |
28
-48
| -63% | -$3.66K | ﹤0.01% | 3362 |
|
2024
Q4 | $7.97K | Buy |
76
+25
| +49% | +$2.62K | ﹤0.01% | 2471 |
|
2024
Q3 | $4.5K | Sell |
51
-21
| -29% | -$1.85K | ﹤0.01% | 2686 |
|
2024
Q2 | $7.76K | Buy |
72
+2
| +3% | +$215 | ﹤0.01% | 2178 |
|
2024
Q1 | $12.5K | Buy |
70
+44
| +169% | +$7.86K | ﹤0.01% | 1671 |
|
2023
Q4 | $5.61K | Buy |
26
+20
| +333% | +$4.32K | ﹤0.01% | 1908 |
|
2023
Q3 | $1.03K | Buy |
6
+1
| +20% | +$172 | ﹤0.01% | 2073 |
|
2023
Q2 | $1.06K | Buy |
5
+2
| +67% | +$425 | ﹤0.01% | 1958 |
|
2023
Q1 | $701 | Sell |
3
-41
| -93% | -$9.58K | ﹤0.01% | 1919 |
|
2022
Q4 | $7.85K | Buy |
+44
| New | +$7.85K | ﹤0.01% | 1027 |
|