Rothschild Investment LLC’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 | $7.22K | Buy |
+55
| New | +$7.22K | ﹤0.01% | 1346 |
|
|
2015
Q3 | – | Sell |
-6,300
| Closed | -$249K | – | 500 |
|
|
2015
Q2 | $249K | Sell |
6,300
-2,450
| -28% | -$96.8K | 0.03% | 422 |
|
|
2015
Q1 | $311K | Sell |
8,750
-4,050
| -32% | -$144K | 0.04% | 376 |
|
|
2014
Q4 | $523K | Buy |
12,800
+50
| +0.4% | +$2.04K | 0.06% | 287 |
|
|
2014
Q3 | $505K | Sell |
12,750
-1,050
| -8% | -$41.6K | 0.06% | 299 |
|
|
2014
Q2 | $551K | Buy |
13,800
+50
| +0.4% | +$2K | 0.07% | 252 |
|
|
2014
Q1 | $584K | Sell |
13,750
-250
| -2% | -$10.6K | 0.08% | 240 |
|
|
2013
Q4 | $605K | Buy |
14,000
+3,950
| +39% | +$171K | 0.08% | 239 |
|
|
2013
Q3 | $439K | Buy |
+10,050
| New | +$439K | 0.06% | 270 |
|