Capital Advisors Ltd’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1429 |
|
|
2024
Q3 | – | Sell |
-11
| Closed | – | – | 1456 |
|
|
2024
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1471 |
|
|
2023
Q2 | – | Sell |
-49
| Closed | -$4K | – | 1369 |
|
|
2023
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 741 |
|
|
2022
Q4 | $3K | Buy |
49
+21
| +75% | +$1.29K | ﹤0.01% | 764 |
|
|
2022
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 846 |
|