Concourse Financial Group Securities’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 |
-377
| Closed | -$15K | – | 2843 |
|
|
2024
Q4 | $15K | Buy |
377
+318
| +539% | +$12.6K | ﹤0.01% | 1621 |
|
|
2024
Q3 | $1.7K | Sell |
59
-7
| -11% | -$201 | ﹤0.01% | 2010 |
|
|
2024
Q2 | $2.91K | Hold |
66
| – | – | ﹤0.01% | 1975 |
|
|
2024
Q1 | $4.1K | Hold |
66
| – | – | ﹤0.01% | 1930 |
|
|
2023
Q4 | $5.19K | Sell |
66
-21
| -24% | -$1.65K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $5.59K | Sell |
87
-15
| -15% | -$964 | ﹤0.01% | 1791 |
|
|
2023
Q2 | $8.41K | Sell |
102
-7
| -6% | -$577 | ﹤0.01% | 1701 |
|
|
2023
Q1 | $7.88K | Sell |
109
-37
| -25% | -$2.68K | ﹤0.01% | 1727 |
|
|
2022
Q4 | $9.91K | Sell |
146
-31
| -18% | -$2.1K | ﹤0.01% | 1651 |
|
|
2022
Q3 | $13K | Buy |
177
+13
| +8% | +$955 | ﹤0.01% | 1414 |
|
|
2022
Q2 | $15K | Sell |
164
-15
| -8% | -$1.37K | ﹤0.01% | 1528 |
|
|
2022
Q1 | $20K | Sell |
179
-184
| -51% | -$20.6K | ﹤0.01% | 1476 |
|
|
2021
Q4 | $50K | Buy |
+363
| New | +$50K | ﹤0.01% | 1281 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3900 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3786 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3708 |
|
|
2020
Q4 | – | Sell |
-62
| Closed | -$8K | – | 3628 |
|
|
2020
Q3 | $8K | Buy |
+62
| New | +$8K | ﹤0.01% | 1637 |
|
|
2020
Q2 | – | Sell |
-46
| Closed | -$4K | – | 3376 |
|
|
2020
Q1 | $4K | Buy |
46
+2
| +5% | +$174 | ﹤0.01% | 1712 |
|
|
2019
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 1766 |
|
|
2019
Q3 | – | Sell |
-62
| Closed | -$3K | – | 3077 |
|
|
2019
Q2 | $3K | Hold |
62
| – | – | ﹤0.01% | 1881 |
|
|
2019
Q1 | $3K | Sell |
62
-92
| -60% | -$4.45K | ﹤0.01% | 1915 |
|
|
2018
Q4 | $6K | Sell |
154
-25
| -14% | -$974 | ﹤0.01% | 1576 |
|
|
2018
Q3 | $8K | Buy |
+179
| New | +$8K | ﹤0.01% | 1210 |
|