Bank of Montreal’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
+133,420
| New | +$3.53M | ﹤0.01% | 1198 |
|
|
2025
Q1 | – | Sell |
-11,101
| Closed | -$451K | – | 3195 |
|
|
2024
Q4 | $451K | Buy |
+11,101
| New | +$451K | ﹤0.01% | 2023 |
|
|
2024
Q2 | – | Sell |
-11,132
| Closed | -$694K | – | 3630 |
|
|
2024
Q1 | $694K | Buy |
11,132
+4,439
| +66% | +$277K | ﹤0.01% | 1956 |
|
|
2023
Q4 | $541K | Sell |
6,693
-21,459
| -76% | -$1.73M | ﹤0.01% | 2066 |
|
|
2023
Q3 | $1.94M | Buy |
28,152
+20,234
| +256% | +$1.39M | ﹤0.01% | 1452 |
|
|
2023
Q2 | $655K | Sell |
7,918
-16,411
| -67% | -$1.36M | ﹤0.01% | 2079 |
|
|
2023
Q1 | $1.78M | Sell |
24,329
-32,754
| -57% | -$2.39M | ﹤0.01% | 1546 |
|
|
2022
Q4 | $3.88M | Buy |
57,083
+37,337
| +189% | +$2.54M | ﹤0.01% | 1222 |
|
|
2022
Q3 | $1.62K | Sell |
19,746
-253,983
| -93% | -$20.9K | ﹤0.01% | 1635 |
|
|
2022
Q2 | $27.9K | Buy |
273,729
+18,536
| +7% | +$1.89K | 0.01% | 542 |
|
|
2022
Q1 | $28.3M | Sell |
255,193
-309,994
| -55% | -$34.4M | 0.01% | 554 |
|
|
2021
Q4 | $79.7M | Buy |
565,187
+149,703
| +36% | +$21.1M | 0.04% | 315 |
|
|
2021
Q3 | $67.2M | Buy |
415,484
+108,973
| +36% | +$17.6M | 0.03% | 419 |
|
|
2021
Q2 | $57.2M | Buy |
306,511
+153,407
| +100% | +$28.7M | 0.03% | 449 |
|
|
2021
Q1 | $26.5M | Buy |
153,104
+140,079
| +1,075% | +$24.2M | 0.02% | 542 |
|
|
2020
Q4 | $2.23M | Sell |
13,025
-114,775
| -90% | -$19.7M | ﹤0.01% | 1483 |
|
|
2020
Q3 | $17.4M | Sell |
127,800
-9,748
| -7% | -$1.32M | 0.01% | 582 |
|
|
2020
Q2 | $16.6M | Buy |
137,548
+124,827
| +981% | +$15.1M | 0.02% | 599 |
|
|
2020
Q1 | $962K | Buy |
12,721
+1,868
| +17% | +$141K | ﹤0.01% | 1537 |
|
|
2019
Q4 | $712K | Buy |
10,853
+2,286
| +27% | +$150K | ﹤0.01% | 2067 |
|
|
2019
Q3 | $460K | Buy |
8,567
+57
| +0.7% | +$3.06K | ﹤0.01% | 2055 |
|
|
2019
Q2 | $436K | Buy |
8,510
+8,030
| +1,673% | +$411K | ﹤0.01% | 2108 |
|
|
2019
Q1 | $25K | Sell |
480
-655
| -58% | -$34.1K | ﹤0.01% | 3188 |
|
|
2018
Q4 | $49K | Buy |
1,135
+418
| +58% | +$18K | ﹤0.01% | 2944 |
|
|
2018
Q3 | $31K | Sell |
717
-11
| -2% | -$476 | ﹤0.01% | 3248 |
|
|
2018
Q2 | $25K | Buy |
728
+404
| +125% | +$13.9K | ﹤0.01% | 3334 |
|
|
2018
Q1 | $10K | Hold |
324
| – | – | ﹤0.01% | 3476 |
|
|
2017
Q4 | $8K | Sell |
324
-80,700
| -100% | -$1.99M | ﹤0.01% | 3510 |
|
|
2017
Q3 | $1.94M | Sell |
81,024
-70,700
| -47% | -$1.69M | ﹤0.01% | 1539 |
|
|
2017
Q2 | $3.27M | Buy |
151,724
+151,400
| +46,728% | +$3.26M | ﹤0.01% | 1275 |
|
|
2017
Q1 | $5K | Buy |
+324
| New | +$5K | ﹤0.01% | 3421 |
|
|
2016
Q4 | – | Sell |
-451
| Closed | -$7K | – | 3745 |
|
|
2016
Q3 | $7K | Buy |
+451
| New | +$7K | ﹤0.01% | 3374 |
|
|
2016
Q2 | – | Sell |
-74
| Closed | -$1K | – | 3833 |
|
|
2016
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 3787 |
|
|
2015
Q4 | $1K | Hold |
74
| – | – | ﹤0.01% | 3833 |
|
|
2015
Q3 | $0 | Hold |
74
| – | – | ﹤0.01% | 3756 |
|
|
2015
Q2 | $0 | Hold |
74
| – | – | ﹤0.01% | 3720 |
|
|
2015
Q1 | $0 | Hold |
74
| – | – | ﹤0.01% | 3734 |
|
|
2014
Q4 | $0 | Buy |
+74
| New | – | ﹤0.01% | 3625 |
|