LRI Investments’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 | $10.2K | Sell |
78
-70
| -47% | -$9.18K | ﹤0.01% | 838 |
|
|
2025
Q1 | $11.1K | Hold |
148
| – | – | ﹤0.01% | 779 |
|
|
2024
Q4 | $15.5K | Hold |
148
| – | – | ﹤0.01% | 709 |
|
|
2024
Q3 | $13K | Sell |
148
-64
| -30% | -$5.64K | ﹤0.01% | 727 |
|
|
2024
Q2 | $23.1K | Hold |
212
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $38.5K | Buy |
+212
| New | +$38.5K | 0.01% | 297 |
|