Shelton Capital Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Hold |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $435K | Hold |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $470K | Hold |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $551K | Hold |
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|
2021
Q2 | $603K | Hold |
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|
2021
Q1 | $595K | Hold |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $347K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $461K | Sell |
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|
2019
Q3 | $477K | Hold |
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|
2019
Q2 | $454K | Buy |
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|
2019
Q1 | $3.92K | Sell |
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|
2018
Q4 | $402K | Hold |
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|
2018
Q3 | $510K | Hold |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $327K | Hold |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $227K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Buy |
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