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Optimize Financial’s Five Below FIVE Stock Holding History

Optimize Financial’s Portfolio FIVE Stock Details FIVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Sell
8,252
-58
-0.7% -$7.61K 0.66% 47
2025
Q1 		$623K Buy
8,310
+1,898
+30% +$142K 0.45% 78
2024
Q4 		$673K Buy
+6,412
New +$673K 0.5% 51