Summit Securities Group’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 | $68.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $10K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $268K | Sell |
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|
2016
Q4 | $307K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $554K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4K | Buy |
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