Allworth Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
1,052
+129
| +14% | +$3.42K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $22.7K | Buy |
923
+346
| +60% | +$8.52K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $22.9K | Buy |
577
+520
| +912% | +$20.7K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $1.64K | Sell |
57
-512
| -90% | -$14.7K | ﹤0.01% | 3039 |
|
|
2024
Q2 | $25.3K | Buy |
+569
| New | +$25.3K | ﹤0.01% | 1732 |
|
|
2023
Q4 | – | Sell |
-44
| Closed | -$2.83K | – | 3516 |
|
|
2023
Q3 | $2.83K | Buy |
44
+15
| +52% | +$965 | ﹤0.01% | 2376 |
|
|
2023
Q2 | $2.39K | Sell |
29
-223
| -88% | -$18.4K | ﹤0.01% | 2406 |
|
|
2023
Q1 | $18.2K | Sell |
252
-11
| -4% | -$795 | ﹤0.01% | 1506 |
|
|
2022
Q4 | $17.8K | Buy |
263
+243
| +1,215% | +$16.5K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $1K | Buy |
20
+19
| +1,900% | +$950 | ﹤0.01% | 2368 |
|
|
2022
Q2 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 2522 |
|
|
2022
Q1 | $0 | Sell |
3
-107
| -97% | – | ﹤0.01% | 2195 |
|
|
2021
Q4 | $15K | Buy |
+110
| New | +$15K | ﹤0.01% | 1227 |
|