IFP 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 | $27K | Buy |
196
+170
| +654% | +$23.4K | ﹤0.01% | 2382 |
|
|
2025
Q1 | $1.95K | Sell |
26
-343
| -93% | -$25.7K | ﹤0.01% | 3154 |
|
|
2024
Q4 | $38.7K | Sell |
369
-92
| -20% | -$9.66K | ﹤0.01% | 1944 |
|
|
2024
Q3 | $40.7K | Buy |
461
+433
| +1,546% | +$38.3K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $3.05K | Sell |
28
-30
| -52% | -$3.27K | ﹤0.01% | 2718 |
|
|
2024
Q1 | $10.5K | Sell |
58
-2
| -3% | -$363 | ﹤0.01% | 2214 |
|
|
2023
Q4 | $12.8K | Sell |
60
-1
| -2% | -$213 | ﹤0.01% | 2095 |
|
|
2023
Q3 | $9.82K | Sell |
61
-378
| -86% | -$60.8K | ﹤0.01% | 2258 |
|
|
2023
Q2 | $86.3K | Buy |
439
+7
| +2% | +$1.38K | ﹤0.01% | 1377 |
|
|
2023
Q1 | $30.8K | Buy |
432
+238
| +123% | +$17K | ﹤0.01% | 1815 |
|
|
2022
Q4 | $17K | Sell |
194
-52
| -21% | -$4.56K | ﹤0.01% | 3021 |
|
|
2022
Q3 | $19K | Buy |
246
+95
| +63% | +$7.34K | ﹤0.01% | 3128 |
|
|
2022
Q2 | $12K | Hold |
151
| – | – | ﹤0.01% | 3249 |
|
|
2022
Q1 | $12K | Sell |
151
-164
| -52% | -$13K | ﹤0.01% | 3249 |
|
|
2021
Q4 | $64K | Sell |
315
-355
| -53% | -$72.1K | ﹤0.01% | 1443 |
|
|
2021
Q3 | $118K | Buy |
670
+448
| +202% | +$78.9K | ﹤0.01% | 1175 |
|
|
2021
Q2 | $44K | Sell |
222
-720
| -76% | -$143K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $184K | Sell |
942
-207
| -18% | -$40.4K | ﹤0.01% | 876 |
|
|
2020
Q4 | $200K | Buy |
1,149
+513
| +81% | +$89.3K | 0.01% | 801 |
|
|
2020
Q3 | $81K | Buy |
+636
| New | +$81K | ﹤0.01% | 1085 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3053 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$13K | – | 3040 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q3 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 1946 |
|
|
2019
Q1 | $5K | Sell |
41
-632
| -94% | -$77.1K | ﹤0.01% | 1851 |
|
|
2018
Q4 | $67K | Sell |
673
-95
| -12% | -$9.46K | ﹤0.01% | 1412 |
|
|
2018
Q3 | $100K | Buy |
768
+216
| +39% | +$28.1K | ﹤0.01% | 1464 |
|
|
2018
Q2 | $54K | Sell |
552
-414
| -43% | -$40.5K | ﹤0.01% | 1851 |
|
|
2018
Q1 | $64K | Hold |
966
| – | – | ﹤0.01% | 1659 |
|
|
2017
Q4 | $64K | Sell |
966
-49
| -5% | -$3.25K | ﹤0.01% | 1657 |
|
|
2017
Q3 | $56K | Buy |
1,015
+878
| +641% | +$48.4K | ﹤0.01% | 1913 |
|
|
2017
Q2 | $7K | Buy |
137
+54
| +65% | +$2.76K | ﹤0.01% | 3189 |
|
|
2017
Q1 | $4K | Sell |
83
-137
| -62% | -$6.6K | ﹤0.01% | 3368 |
|
|
2016
Q4 | $9K | Hold |
220
| – | – | ﹤0.01% | 2939 |
|
|
2016
Q3 | $9K | Sell |
220
-309
| -58% | -$12.6K | ﹤0.01% | 2872 |
|
|
2016
Q2 | $25K | Buy |
529
+488
| +1,190% | +$23.1K | ﹤0.01% | 2184 |
|
|
2016
Q1 | $5K | Sell |
41
-248
| -86% | -$30.2K | ﹤0.01% | 1851 |
|
|
2015
Q4 | $9K | Buy |
+289
| New | +$9K | ﹤0.01% | 2616 |
|