USA Financial Formulas’s Five Below FIVE Stock Holding History

USA Financial Formulas’s Portfolio FIVE Stock Details FIVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$209K	Buy
2021 Q3	–	Sell
2021 Q2	$4K	Sell
2021 Q1	$504K	Buy
2019 Q1	–	Sell
2018 Q4	$662K	Buy
2018 Q3	$472K	Buy
2018 Q2	$98K	Hold
2018 Q1	$98K	Sell
2017 Q4	$421K	Buy