LPL Financial’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
Q3 | $9.52M | Sell |
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|
2025
Q2 | $9.09M | Sell |
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|
2025
Q1 | $5.34M | Buy |
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|
2024
Q4 | $6.95M | Buy |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $838K | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $727K | Sell |
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|
2020
Q2 | $613K | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $908K | Buy |
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|
2019
Q1 | $823K | Buy |
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|
2018
Q4 | $657K | Sell |
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|
2018
Q3 | $954K | Sell |
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|
2018
Q2 | $778K | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $2.33M | Buy |
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|
2017
Q3 | $501K | Sell |
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|
2017
Q2 | $809K | Buy |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $341K | Buy |
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|
2016
Q1 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $943K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $222K | Buy |
|