Sunbelt Securities’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35
| Closed | -$6.35K | – | 1785 |
|
|
2024
Q1 | $6.35K | Sell |
35
-58
| -62% | -$10.5K | ﹤0.01% | 1322 |
|
|
2023
Q4 | $19.8K | Sell |
93
-41
| -31% | -$8.74K | ﹤0.01% | 1034 |
|
|
2023
Q3 | $21.6K | Hold |
134
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q2 | $26.3K | Buy |
134
+58
| +76% | +$11.4K | ﹤0.01% | 946 |
|
|
2023
Q1 | $15.3K | Buy |
+76
| New | +$15.3K | ﹤0.01% | 1019 |
|
|
2022
Q3 | – | Sell |
-2,190
| Closed | -$248K | – | 434 |
|
|
2022
Q2 | $248K | Buy |
+2,190
| New | +$248K | 0.05% | 365 |
|