Kestra Advisory Services’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
Q4 | $173K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $988K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $613K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $610K | Sell |
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|
2021
Q1 | $616K | Buy |
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