Jones Financial Companies’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 | $27.4K | Sell |
210
-82
| -28% | -$10.7K | ﹤0.01% | 2461 |
|
|
2025
Q1 | $21.4K | Buy |
292
+154
| +112% | +$11.3K | ﹤0.01% | 2408 |
|
|
2024
Q4 | $14.5K | Buy |
138
+55
| +66% | +$5.77K | ﹤0.01% | 2381 |
|
|
2024
Q3 | $7.69K | Buy |
83
+68
| +453% | +$6.3K | ﹤0.01% | 2312 |
|
|
2024
Q2 | $1.64K | Buy |
+15
| New | +$1.64K | ﹤0.01% | 2202 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$2.77K | – | 1396 |
|
|
2023
Q4 | $2.77K | Buy |
13
+6
| +86% | +$1.28K | ﹤0.01% | 862 |
|
|
2023
Q3 | $1.13K | Buy |
+7
| New | +$1.13K | ﹤0.01% | 623 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 598 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 636 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | -$1K | – | 691 |
|
|
2021
Q1 | $1K | Sell |
3
-5
| -63% | -$1.67K | ﹤0.01% | 764 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 647 |
|