Cetera Investment Advisers’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 | $477K | Buy |
31,418
+2,874
| +10% | +$50K | ﹤0.01% | 3559 |
|
|
2025
Q4 | $572K | Buy |
28,544
+3,876
| +16% | +$82.3K | ﹤0.01% | 3315 |
|
|
2025
Q3 | $597K | Buy |
24,668
+8,975
| +57% | +$237K | ﹤0.01% | 3230 |
|
|
2025
Q2 | $416K | Sell |
15,693
-2,138
| -12% | -$55.6K | ﹤0.01% | 3112 |
|
|
2025
Q1 | $484K | Buy |
17,831
+4,424
| +33% | +$162K | ﹤0.01% | 2869 |
|
|
2024
Q4 | $545K | Buy |
13,407
+5,032
| +60% | +$181K | ﹤0.01% | 2617 |
|
|
2024
Q3 | $241K | Buy |
8,375
+442
| +6% | +$16K | ﹤0.01% | 3250 |
|
|
2024
Q2 | $350K | Buy |
7,933
+199
| +3% | +$10.3K | ﹤0.01% | 2899 |
|
|
2024
Q1 | $480K | Buy |
7,734
+3,649
| +89% | +$254K | ﹤0.01% | 2638 |
|
|
2023
Q4 | $321K | Sell |
4,085
-518
| -11% | -$36.1K | ﹤0.01% | 1750 |
|
|
2023
Q3 | $296K | Buy |
4,603
+797
| +21% | +$59.6K | ﹤0.01% | 1739 |
|
|
2023
Q2 | $314K | Buy |
3,806
+468
| +14% | +$31.4K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $241K | Sell |
3,338
-3
| -0.1% | -$215 | ﹤0.01% | 1833 |
|
|
2022
Q4 | $227K | Buy |
3,341
+396
| +13% | +$24.9K | ﹤0.01% | 1833 |
|
|
2022
Q3 | $221K | Hold |
2,945
| – | – | ﹤0.01% | 1444 |
|
|
2022
Q2 | $268K | Sell |
2,945
-278
| -9% | -$28.1K | ﹤0.01% | 1496 |
|
|
2022
Q1 | $356K | Buy |
3,223
+430
| +15% | +$50.1K | 0.01% | 1382 |
|
|
2021
Q4 | $384K | Buy |
+2,793
| New | +$413K | 0.01% | 1340 |
|
|
2021
Q3 | – | Sell |
-1,283
| Closed | -$235K | – | 1817 |
|
|
2021
Q2 | $235K | Sell |
1,283
-17
| -1% | -$2.93K | ﹤0.01% | 1569 |
|
|
2021
Q1 | $203K | Sell |
1,300
-616
| -32% | -$105K | ﹤0.01% | 1481 |
|
|
2020
Q4 | $334K | Buy |
+1,916
| New | +$291K | 0.01% | 1182 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
