Capital Fund Management (CFM)’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
65,138
-66,820
| -51% | -$1.77M | ﹤0.01% | 651 |
|
|
2025
Q1 | $3.58M | Sell |
131,958
-68,314
| -34% | -$1.85M | 0.01% | 432 |
|
|
2024
Q4 | $8.14M | Sell |
200,272
-22,242
| -10% | -$904K | 0.02% | 307 |
|
|
2024
Q3 | $6.39M | Buy |
222,514
+38,451
| +21% | +$1.1M | 0.02% | 300 |
|
|
2024
Q2 | $8.12M | Buy |
184,063
+137,944
| +299% | +$6.08M | 0.02% | 239 |
|
|
2024
Q1 | $2.86M | Buy |
+46,119
| New | +$2.86M | 0.01% | 409 |
|
|
2023
Q4 | – | Sell |
-34,754
| Closed | -$2.23M | – | 837 |
|
|
2023
Q3 | $2.23M | Sell |
34,754
-59,911
| -63% | -$3.85M | 0.01% | 433 |
|
|
2023
Q2 | $7.81M | Buy |
94,665
+11,417
| +14% | +$941K | 0.03% | 207 |
|
|
2023
Q1 | $6.02M | Sell |
83,248
-52,612
| -39% | -$3.8M | 0.03% | 210 |
|
|
2022
Q4 | $9.22M | Buy |
135,860
+25,022
| +23% | +$1.7M | 0.06% | 136 |
|
|
2022
Q3 | $8.31M | Buy |
110,838
+31,991
| +41% | +$2.4M | 0.07% | 121 |
|
|
2022
Q2 | $7.19M | Sell |
78,847
-30,278
| -28% | -$2.76M | 0.07% | 151 |
|
|
2022
Q1 | $12M | Buy |
109,125
+66,179
| +154% | +$7.31M | 0.1% | 84 |
|
|
2021
Q4 | $5.9M | Buy |
+42,946
| New | +$5.9M | 0.04% | 187 |
|
|
2018
Q4 | – | Sell |
-5,400
| Closed | -$236K | – | 935 |
|
|
2018
Q3 | $236K | Sell |
5,400
-2,300
| -30% | -$101K | ﹤0.01% | 807 |
|
|
2018
Q2 | $266K | Buy |
+7,700
| New | +$266K | ﹤0.01% | 808 |
|
|
2018
Q1 | – | Sell |
-13,200
| Closed | -$328K | – | 970 |
|
|
2017
Q4 | $328K | Buy |
+13,200
| New | +$328K | ﹤0.01% | 737 |
|
|
2017
Q2 | – | Sell |
-50,600
| Closed | -$833K | – | 865 |
|
|
2017
Q1 | $833K | Buy |
50,600
+12,600
| +33% | +$207K | 0.01% | 586 |
|
|
2016
Q4 | $539K | Buy |
+38,000
| New | +$539K | ﹤0.01% | 679 |
|