Advisory Research’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,324
| Closed | -$262K | – | 218 |
|
|
2023
Q4 | $262K | Buy |
+3,324
| New | +$262K | 0.04% | 303 |
|
|
2019
Q3 | – | Sell |
-26,990
| Closed | -$1.38M | – | 328 |
|
|
2019
Q2 | $1.38M | Buy |
26,990
+13,780
| +104% | +$707K | 0.03% | 223 |
|
|
2019
Q1 | $698K | Buy |
+13,210
| New | +$698K | 0.01% | 265 |
|
|
2017
Q4 | – | Sell |
-48,375
| Closed | -$1.16M | – | 418 |
|
|
2017
Q3 | $1.16M | Sell |
48,375
-49,768
| -51% | -$1.19M | 0.02% | 285 |
|
|
2017
Q2 | $2.11M | Sell |
98,143
-83,452
| -46% | -$1.8M | 0.03% | 215 |
|
|
2017
Q1 | $2.99M | Buy |
+181,595
| New | +$2.99M | 0.04% | 208 |
|