Bell Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398 | Hold |
15
| – | – | ﹤0.01% | 1804 |
|
|
2025
Q1 | $408 | Hold |
15
| – | – | ﹤0.01% | 1816 |
|
|
2024
Q4 | $610 | Hold |
15
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q3 | $431 | Sell |
15
-9
| -38% | -$259 | ﹤0.01% | 1810 |
|
|
2024
Q2 | $1.06K | Sell |
24
-9
| -27% | -$397 | ﹤0.01% | 1601 |
|
|
2024
Q1 | $2.05K | Hold |
33
| – | – | ﹤0.01% | 1352 |
|
|
2023
Q4 | $2.6K | Hold |
33
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q3 | $2.12K | Buy |
33
+6
| +22% | +$386 | ﹤0.01% | 1246 |
|
|
2023
Q2 | $2.23K | Hold |
27
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q1 | $1.95K | Sell |
27
-25
| -48% | -$1.81K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $3.53K | Buy |
52
+47
| +940% | +$3.19K | ﹤0.01% | 989 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1800 |
|
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1760 |
|
|
2021
Q4 | $2K | Buy |
17
+14
| +467% | +$1.65K | ﹤0.01% | 1137 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1752 |
|