Ameritas Advisory Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
32,976
+9,165
| +38% | +$243K | 0.05% | 386 |
|
|
2025
Q1 | $650K | Buy |
23,811
+12,806
| +116% | +$350K | 0.03% | 505 |
|
|
2024
Q4 | $447K | Buy |
11,005
+3,173
| +41% | +$129K | 0.02% | 619 |
|
|
2024
Q3 | $225K | Buy |
+7,832
| New | +$225K | 0.01% | 774 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$6.57K | – | 1232 |
|
|
2023
Q1 | $6.57K | Buy |
+100
| New | +$6.57K | ﹤0.01% | 2062 |
|