LGT Financial 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
Q1 | – | Sell |
-195
| Closed | -$20.5K | – | 463 |
|
|
2024
Q4 | $20.5K | Hold |
195
| – | – | 0.05% | 302 |
|
|
2024
Q3 | $17.2K | Hold |
195
| – | – | 0.04% | 308 |
|
|
2024
Q2 | $21.2K | Hold |
195
| – | – | 0.04% | 294 |
|
|
2024
Q1 | $35.4K | Hold |
195
| – | – | 0.04% | 269 |
|
|
2023
Q4 | $41.6K | Hold |
195
| – | – | 0.05% | 233 |
|
|
2023
Q3 | $31.4K | Buy |
+195
| New | +$31.4K | 0.04% | 267 |
|