Colonial Trust Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$4.06K | – | 695 |
|
|
2024
Q4 | $4.06K | Buy |
+100
| New | +$4.06K | ﹤0.01% | 582 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$8.25K | – | 922 |
|
|
2023
Q2 | $8.25K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2023
Q1 | $7.23K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $6.79K | Buy |
+100
| New | +$6.79K | ﹤0.01% | 570 |
|