Stifel Financial’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 | $4.09M | Sell |
31,199
-1,678
| -5% | -$220K | ﹤0.01% | 1356 |
|
2025
Q1 | $2.46M | Buy |
32,877
+1,402
| +4% | +$105K | ﹤0.01% | 1617 |
|
2024
Q4 | $3.3M | Sell |
31,475
-984
| -3% | -$103K | ﹤0.01% | 1442 |
|
2024
Q3 | $2.87M | Sell |
32,459
-3,205
| -9% | -$283K | ﹤0.01% | 1548 |
|
2024
Q2 | $3.89M | Sell |
35,664
-1,230
| -3% | -$134K | ﹤0.01% | 1279 |
|
2024
Q1 | $6.69M | Sell |
36,894
-5,123
| -12% | -$929K | 0.01% | 991 |
|
2023
Q4 | $8.96M | Buy |
42,017
+1,078
| +3% | +$230K | 0.01% | 816 |
|
2023
Q3 | $6.59M | Sell |
40,939
-830
| -2% | -$134K | 0.01% | 904 |
|
2023
Q2 | $8.21M | Buy |
41,769
+685
| +2% | +$135K | 0.01% | 798 |
|
2023
Q1 | $8.46M | Sell |
41,084
-261
| -0.6% | -$53.8K | 0.01% | 755 |
|
2022
Q4 | $7.31M | Buy |
41,345
+856
| +2% | +$151K | 0.01% | 796 |
|
2022
Q3 | $5.57M | Sell |
40,489
-3,121
| -7% | -$430K | 0.01% | 892 |
|
2022
Q2 | $4.95M | Sell |
43,610
-8,028
| -16% | -$911K | 0.01% | 977 |
|
2022
Q1 | $8.18M | Buy |
51,638
+1,366
| +3% | +$216K | 0.01% | 802 |
|
2021
Q4 | $10.4M | Sell |
50,272
-859
| -2% | -$178K | 0.01% | 727 |
|
2021
Q3 | $9.04M | Buy |
51,131
+1,946
| +4% | +$344K | 0.01% | 752 |
|
2021
Q2 | $9.51M | Sell |
49,185
-73,360
| -60% | -$14.2M | 0.01% | 728 |
|
2021
Q1 | $23.4M | Buy |
122,545
+75,861
| +162% | +$14.5M | 0.04% | 385 |
|
2020
Q4 | $8.17M | Buy |
46,684
+9,075
| +24% | +$1.59M | 0.01% | 660 |
|
2020
Q3 | $4.78M | Buy |
37,609
+12,143
| +48% | +$1.54M | 0.01% | 785 |
|
2020
Q2 | $2.72M | Buy |
25,466
+3,469
| +16% | +$371K | 0.01% | 1004 |
|
2020
Q1 | $1.54M | Sell |
21,997
-2,132
| -9% | -$149K | ﹤0.01% | 1191 |
|
2019
Q4 | $3.08M | Buy |
24,129
+1,952
| +9% | +$249K | 0.01% | 1084 |
|
2019
Q3 | $2.81M | Buy |
22,177
+5,152
| +30% | +$652K | 0.01% | 1091 |
|
2019
Q2 | $2.04M | Buy |
17,025
+1,729
| +11% | +$208K | 0.01% | 1318 |
|
2019
Q1 | $1.89M | Buy |
15,296
+467
| +3% | +$57.8K | 0.01% | 1273 |
|
2018
Q4 | $1.53M | Buy |
14,829
+2,152
| +17% | +$222K | ﹤0.01% | 1289 |
|
2018
Q3 | $1.64M | Sell |
12,677
-5,253
| -29% | -$681K | ﹤0.01% | 1379 |
|
2018
Q2 | $1.75M | Sell |
17,930
-141
| -0.8% | -$13.7K | 0.01% | 1274 |
|
2018
Q1 | $1.32M | Sell |
18,071
-466
| -3% | -$34K | ﹤0.01% | 1389 |
|
2017
Q4 | $1.23M | Buy |
18,537
+905
| +5% | +$59.9K | ﹤0.01% | 1394 |
|
2017
Q3 | $959K | Buy |
17,632
+2,018
| +13% | +$110K | ﹤0.01% | 1507 |
|
2017
Q2 | $765K | Buy |
15,614
+214
| +1% | +$10.5K | ﹤0.01% | 1610 |
|
2017
Q1 | $679K | Sell |
15,400
-602
| -4% | -$26.5K | ﹤0.01% | 1646 |
|
2016
Q4 | $651K | Buy |
+16,002
| New | +$651K | ﹤0.01% | 1631 |
|
2015
Q3 | – | Sell |
-133,920
| Closed | -$5.29M | – | 2290 |
|
2015
Q2 | $5.29M | Sell |
133,920
-323,987
| -71% | -$12.8M | 0.03% | 547 |
|
2015
Q1 | $16.3M | Sell |
457,907
-5,098
| -1% | -$181K | 0.09% | 267 |
|
2014
Q4 | $27.3M | Buy |
463,005
+20,592
| +5% | +$1.21M | 0.15% | 170 |
|
2014
Q3 | $17.5M | Buy |
442,413
+95,955
| +28% | +$3.8M | 0.15% | 160 |
|
2014
Q2 | $13.8M | Buy |
346,458
+325,358
| +1,542% | +$13M | 0.12% | 216 |
|
2014
Q1 | $896K | Buy |
+21,100
| New | +$896K | 0.01% | 1138 |
|