Rise 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
Q2 | $17.7K | Hold |
135
| – | – | 0.01% | 609 |
|
|
2025
Q1 | $10.1K | Sell |
135
-18
| -12% | -$1.35K | ﹤0.01% | 962 |
|
|
2024
Q4 | $16.1K | Hold |
153
| – | – | 0.01% | 788 |
|
|
2024
Q3 | $13.5K | Hold |
153
| – | – | 0.01% | 918 |
|
|
2024
Q2 | $16.7K | Hold |
153
| – | – | 0.01% | 757 |
|
|
2024
Q1 | $27.8K | Buy |
+153
| New | +$27.8K | 0.01% | 419 |
|