CAPTRUST Financial Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $156K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $759K | Buy |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | $9K | Buy |
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