Bank of America’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
1,000,031
+177,635
| +22% | +$4.7M | ﹤0.01% | 1988 |
|
|
2025
Q1 | $22.3M | Buy |
822,396
+326,812
| +66% | +$8.87M | ﹤0.01% | 2012 |
|
|
2024
Q4 | $20.1M | Sell |
495,584
-16,619
| -3% | -$675K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $14.7M | Buy |
512,203
+49,634
| +11% | +$1.43M | ﹤0.01% | 2315 |
|
|
2024
Q2 | $20.4M | Buy |
462,569
+42,470
| +10% | +$1.87M | ﹤0.01% | 1959 |
|
|
2024
Q1 | $26.1M | Buy |
420,099
+250,601
| +148% | +$15.6M | ﹤0.01% | 1756 |
|
|
2023
Q4 | $13.3M | Sell |
169,498
-145,573
| -46% | -$11.5M | ﹤0.01% | 2147 |
|
|
2023
Q3 | $20.3M | Buy |
315,071
+102,395
| +48% | +$6.58M | ﹤0.01% | 1729 |
|
|
2023
Q2 | $17.5M | Sell |
212,676
-85,932
| -29% | -$7.09M | ﹤0.01% | 1850 |
|
|
2023
Q1 | $21.6M | Buy |
298,608
+135,902
| +84% | +$9.82M | ﹤0.01% | 1777 |
|
|
2022
Q4 | $11M | Buy |
162,706
+14,049
| +9% | +$953K | ﹤0.01% | 2209 |
|
|
2022
Q3 | $11.1M | Sell |
148,657
-5,858
| -4% | -$439K | ﹤0.01% | 2114 |
|
|
2022
Q2 | $14.1M | Sell |
154,515
-239,408
| -61% | -$21.8M | ﹤0.01% | 2023 |
|
|
2022
Q1 | $43.5M | Sell |
393,923
-25,756
| -6% | -$2.84M | ﹤0.01% | 1323 |
|
|
2021
Q4 | $57.6M | Buy |
419,679
+244,120
| +139% | +$33.5M | 0.01% | 1161 |
|
|
2021
Q3 | $28M | Sell |
175,559
-22,173
| -11% | -$3.54M | ﹤0.01% | 1617 |
|
|
2021
Q2 | $36.3M | Buy |
197,732
+17,751
| +10% | +$3.26M | ﹤0.01% | 1435 |
|
|
2021
Q1 | $28.1M | Buy |
179,981
+26,997
| +18% | +$4.22M | ﹤0.01% | 1570 |
|
|
2020
Q4 | $26.7M | Sell |
152,984
-58,149
| -28% | -$10.1M | ﹤0.01% | 1433 |
|
|
2020
Q3 | $27.4M | Buy |
211,133
+20,973
| +11% | +$2.72M | ﹤0.01% | 1312 |
|
|
2020
Q2 | $21M | Sell |
190,160
-14,904
| -7% | -$1.65M | ﹤0.01% | 1444 |
|
|
2020
Q1 | $15.7M | Buy |
205,064
+29,951
| +17% | +$2.29M | ﹤0.01% | 1520 |
|
|
2019
Q4 | $11.5M | Sell |
175,113
-18,736
| -10% | -$1.23M | ﹤0.01% | 2080 |
|
|
2019
Q3 | $10.4M | Sell |
193,849
-2,159
| -1% | -$116K | ﹤0.01% | 2124 |
|
|
2019
Q2 | $10.1M | Buy |
196,008
+36,771
| +23% | +$1.89M | ﹤0.01% | 2189 |
|
|
2019
Q1 | $8.41M | Sell |
159,237
-4,400
| -3% | -$232K | ﹤0.01% | 2306 |
|
|
2018
Q4 | $7.15M | Sell |
163,637
-6,786
| -4% | -$297K | ﹤0.01% | 2264 |
|
|
2018
Q3 | $7.45M | Buy |
170,423
+13,221
| +8% | +$578K | ﹤0.01% | 2415 |
|
|
2018
Q2 | $5.43M | Sell |
157,202
-22,660
| -13% | -$783K | ﹤0.01% | 2653 |
|
|
2018
Q1 | $5.36M | Buy |
179,862
+4,744
| +3% | +$141K | ﹤0.01% | 2622 |
|
|
2017
Q4 | $4.36M | Sell |
175,118
-8,989
| -5% | -$224K | ﹤0.01% | 2784 |
|
|
2017
Q3 | $4.4M | Sell |
184,107
-3,534
| -2% | -$84.5K | ﹤0.01% | 2843 |
|
|
2017
Q2 | $4.04M | Sell |
187,641
-21,914
| -10% | -$472K | ﹤0.01% | 2790 |
|
|
2017
Q1 | $3.45M | Sell |
209,555
-687,328
| -77% | -$11.3M | ﹤0.01% | 2889 |
|
|
2016
Q4 | $12.7M | Sell |
896,883
-340,077
| -27% | -$4.83M | ﹤0.01% | 1778 |
|
|
2016
Q3 | $19.4M | Sell |
1,236,960
-187,145
| -13% | -$2.93M | ﹤0.01% | 1391 |
|
|
2016
Q2 | $16.9M | Buy |
1,424,105
+190,331
| +15% | +$2.26M | ﹤0.01% | 1441 |
|
|
2016
Q1 | $11M | Buy |
1,233,774
+764,101
| +163% | +$6.79M | ﹤0.01% | 1741 |
|
|
2015
Q4 | $4.09M | Buy |
469,673
+138,447
| +42% | +$1.2M | ﹤0.01% | 2546 |
|
|
2015
Q3 | $1.23M | Sell |
331,226
-227,787
| -41% | -$842K | ﹤0.01% | 3393 |
|
|
2015
Q2 | $2.92M | Buy |
559,013
+77,182
| +16% | +$404K | ﹤0.01% | 2449 |
|
|
2015
Q1 | $2.68M | Buy |
481,831
+416,918
| +642% | +$2.32M | ﹤0.01% | 2362 |
|
|
2014
Q4 | $291K | Buy |
64,913
+57,963
| +834% | +$260K | ﹤0.01% | 3935 |
|
|
2014
Q3 | $45K | Sell |
6,950
-14,621
| -68% | -$94.7K | ﹤0.01% | 4897 |
|
|
2014
Q2 | $155K | Buy |
+21,571
| New | +$155K | ﹤0.01% | 4370 |
|