Creative Planning’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
7,654
-4,432
| -37% | -$117K | ﹤0.01% | 3197 |
|
|
2025
Q1 | $328K | Buy |
12,086
+2,377
| +24% | +$64.5K | ﹤0.01% | 2662 |
|
|
2024
Q4 | $395K | Buy |
+9,709
| New | +$395K | ﹤0.01% | 2441 |
|
|
2023
Q4 | – | Sell |
-3,884
| Closed | -$250K | – | 2823 |
|
|
2023
Q3 | $250K | Sell |
3,884
-2,457
| -39% | -$158K | ﹤0.01% | 2077 |
|
|
2023
Q2 | $523K | Sell |
6,341
-544
| -8% | -$44.9K | ﹤0.01% | 1515 |
|
|
2023
Q1 | $498K | Sell |
6,885
-539
| -7% | -$39K | ﹤0.01% | 1468 |
|
|
2022
Q4 | $504K | Sell |
7,424
-415
| -5% | -$28.2K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $588K | Sell |
7,839
-611
| -7% | -$45.8K | ﹤0.01% | 1226 |
|
|
2022
Q2 | $770K | Buy |
8,450
+2,363
| +39% | +$215K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $672K | Hold |
6,087
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q4 | $836K | Buy |
6,087
+717
| +13% | +$98.5K | ﹤0.01% | 1036 |
|
|
2021
Q3 | $858K | Sell |
5,370
-48
| -0.9% | -$7.67K | ﹤0.01% | 1025 |
|
|
2021
Q2 | $994K | Sell |
5,418
-2,540
| -32% | -$466K | ﹤0.01% | 934 |
|
|
2021
Q1 | $1.24M | Buy |
7,958
+565
| +8% | +$88.3K | ﹤0.01% | 913 |
|
|
2020
Q4 | $1.29M | Sell |
7,393
-767
| -9% | -$134K | ﹤0.01% | 834 |
|
|
2020
Q3 | $1.06M | Hold |
8,160
| – | – | ﹤0.01% | 769 |
|
|
2020
Q2 | $903K | Buy |
8,160
+5,134
| +170% | +$568K | ﹤0.01% | 767 |
|
|
2020
Q1 | $231K | Buy |
+3,026
| New | +$231K | ﹤0.01% | 1301 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$10K | – | 2445 |
|
|
2017
Q2 | $10K | Buy |
+450
| New | +$10K | ﹤0.01% | 3574 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$8K | – | 4476 |
|
|
2016
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3572 |
|