Clearstead 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 | $3.73K | Hold |
141
| – | – | ﹤0.01% | 2182 |
|
|
2025
Q1 | $3.83K | Buy |
141
+37
| +36% | +$1.01K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $4.23K | Buy |
104
+37
| +55% | +$1.5K | ﹤0.01% | 1742 |
|
|
2024
Q3 | $1.93K | Sell |
67
-139
| -67% | -$3.99K | ﹤0.01% | 1842 |
|
|
2024
Q2 | $9.09K | Buy |
+206
| New | +$9.09K | ﹤0.01% | 1559 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$787 | – | 1566 |
|
|
2023
Q4 | $787 | Sell |
10
-10
| -50% | -$787 | ﹤0.01% | 1425 |
|
|
2023
Q3 | $1.29K | Buy |
20
+10
| +100% | +$643 | ﹤0.01% | 1440 |
|
|
2023
Q2 | $825 | Hold |
10
| – | – | ﹤0.01% | 1269 |
|
|
2023
Q1 | $723 | Hold |
10
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q4 | $679 | Hold |
10
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1177 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 959 |
|
|
2020
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 885 |
|