Creative Planning’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 | $3.11M | Buy |
205,051
+110,485
| +117% | +$1.92M | ﹤0.01% | 1552 |
|
|
2025
Q4 | $1.9M | Buy |
94,566
+72,820
| +335% | +$1.55M | ﹤0.01% | 1763 |
|
|
2025
Q3 | $526K | Buy |
21,746
+14,092
| +184% | +$373K | ﹤0.01% | 2669 |
|
|
2025
Q2 | $203K | Sell |
7,654
-4,432
| -37% | -$115K | ﹤0.01% | 3208 |
|
|
2025
Q1 | $328K | Buy |
12,086
+2,377
| +24% | +$87.2K | ﹤0.01% | 2669 |
|
|
2024
Q4 | $395K | Buy |
+9,709
| New | +$350K | ﹤0.01% | 2448 |
|
|
2023
Q4 | – | Sell |
-3,884
| Closed | -$250K | – | 2874 |
|
|
2023
Q3 | $250K | Sell |
3,884
-2,457
| -39% | -$184K | ﹤0.01% | 2083 |
|
|
2023
Q2 | $523K | Sell |
6,341
-544
| -8% | -$36.5K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $498K | Sell |
6,885
-539
| -7% | -$38.6K | ﹤0.01% | 1473 |
|
|
2022
Q4 | $504K | Sell |
7,424
-415
| -5% | -$26K | ﹤0.01% | 1423 |
|
|
2022
Q3 | $588K | Sell |
7,839
-611
| -7% | -$59.4K | ﹤0.01% | 1234 |
|
|
2022
Q2 | $770K | Buy |
8,450
+2,363
| +39% | +$239K | ﹤0.01% | 1082 |
|
|
2022
Q1 | $672K | Hold |
6,087
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q4 | $836K | Buy |
6,087
+717
| +13% | +$106K | ﹤0.01% | 1036 |
|
|
2021
Q3 | $858K | Sell |
5,370
-48
| -0.9% | -$8.76K | ﹤0.01% | 1025 |
|
|
2021
Q2 | $994K | Sell |
5,418
-2,540
| -32% | -$438K | ﹤0.01% | 934 |
|
|
2021
Q1 | $1.24M | Buy |
7,958
+565
| +8% | +$96.5K | ﹤0.01% | 923 |
|
|
2020
Q4 | $1.29M | Sell |
7,393
-767
| -9% | -$117K | ﹤0.01% | 844 |
|
|
2020
Q3 | $1.06M | Hold |
8,160
| – | – | ﹤0.01% | 777 |
|
|
2020
Q2 | $903K | Buy |
8,160
+5,134
| +170% | +$500K | ﹤0.01% | 776 |
|
|
2020
Q1 | $231K | Buy |
+3,026
| New | +$216K | ﹤0.01% | 1314 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$10K | – | 2502 |
|
|
2017
Q2 | $10K | Buy |
+450
| New | +$9.22K | ﹤0.01% | 3620 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$8K | – | 4679 |
|
|
2016
Q3 | $8K | Buy |
+500
| New | +$6.83K | ﹤0.01% | 3642 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
