Principal Securities’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 | $7.61K | Buy |
58
+4
| +7% | +$525 | ﹤0.01% | 2731 |
|
|
2025
Q1 | $5.67K | Hold |
54
| – | – | ﹤0.01% | 2729 |
|
|
2024
Q4 | $5.67K | Buy |
54
+13
| +32% | +$1.37K | ﹤0.01% | 2726 |
|
|
2024
Q3 | $3.62K | Sell |
41
-483
| -92% | -$42.7K | ﹤0.01% | 2779 |
|
|
2024
Q2 | $57.1K | Buy |
524
+120
| +30% | +$13.1K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $73.3K | Buy |
404
+120
| +42% | +$21.8K | ﹤0.01% | 1399 |
|
|
2023
Q4 | $60.5K | Buy |
+284
| New | +$60.5K | ﹤0.01% | 1401 |
|