Smartleaf Asset Management’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 | $78K | Sell |
597
-1,400
| -70% | -$183K | 0.01% | 967 |
|
|
2025
Q1 | $146K | Buy |
1,997
+1,257
| +170% | +$92K | 0.01% | 678 |
|
|
2024
Q4 | $77K | Buy |
740
+18
| +2% | +$1.87K | 0.01% | 964 |
|
|
2024
Q3 | $66.8K | Buy |
722
+100
| +16% | +$9.26K | 0.01% | 821 |
|
|
2024
Q2 | $68.8K | Buy |
622
+73
| +13% | +$8.08K | 0.01% | 666 |
|
|
2024
Q1 | $101K | Sell |
549
-61
| -10% | -$11.2K | 0.02% | 516 |
|
|
2023
Q4 | $130K | Buy |
+610
| New | +$130K | 0.03% | 383 |
|