Baird Financial Group’s FIVE9 FIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,485
Closed -$1.09M 1712
2022
Q3
$1.09M Sell
14,485
-3,318
-19% -$249K ﹤0.01% 1025
2022
Q2
$1.62M Buy
17,803
+610
+4% +$55.6K ﹤0.01% 922
2022
Q1
$1.9M Sell
17,193
-5,929
-26% -$655K ﹤0.01% 930
2021
Q4
$3.18M Buy
23,122
+10,959
+90% +$1.5M 0.01% 756
2021
Q3
$1.94M Sell
12,163
-1,151
-9% -$184K 0.01% 961
2021
Q2
$2.44M Buy
13,314
+7,275
+120% +$1.33M 0.01% 835
2021
Q1
$944K Buy
6,039
+1,879
+45% +$294K ﹤0.01% 1154
2020
Q4
$726K Buy
+4,160
New +$726K ﹤0.01% 1130
2020
Q3
Sell
-3,881
Closed -$430K 1518
2020
Q2
$430K Buy
+3,881
New +$430K ﹤0.01% 1180