Curi RMB Capital’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-69,520
| Closed | -$3.07M | – | 552 |
|
|
2024
Q2 | $3.07M | Buy |
69,520
+463
| +0.7% | +$20.4K | 0.07% | 228 |
|
|
2024
Q1 | $4.29M | Buy |
69,057
+4,294
| +7% | +$267K | 0.1% | 199 |
|
|
2023
Q4 | $5.1M | Buy |
64,763
+611
| +1% | +$48.1K | 0.16% | 155 |
|
|
2023
Q3 | $4.12M | Buy |
64,152
+3,155
| +5% | +$203K | 0.14% | 156 |
|
|
2023
Q2 | $5.03M | Buy |
60,997
+877
| +1% | +$72.3K | 0.17% | 138 |
|
|
2023
Q1 | $4.35M | Buy |
60,120
+2,846
| +5% | +$206K | 0.15% | 145 |
|
|
2022
Q4 | $3.89M | Sell |
57,274
-24,721
| -30% | -$1.68M | 0.14% | 160 |
|
|
2022
Q3 | $6.15M | Buy |
81,995
+2,131
| +3% | +$160K | 0.23% | 113 |
|
|
2022
Q2 | $7.28M | Sell |
79,864
-511
| -0.6% | -$46.6K | 0.25% | 107 |
|
|
2022
Q1 | $8.87M | Buy |
80,375
+24,111
| +43% | +$2.66M | 0.28% | 98 |
|
|
2021
Q4 | $7.73M | Buy |
56,264
+7,844
| +16% | +$1.08M | 0.23% | 103 |
|
|
2021
Q3 | $7.74M | Buy |
48,420
+1,400
| +3% | +$224K | 0.25% | 101 |
|
|
2021
Q2 | $8.62M | Buy |
47,020
+12,580
| +37% | +$2.31M | 0.29% | 95 |
|
|
2021
Q1 | $5.38M | Buy |
34,440
+2,891
| +9% | +$452K | 0.2% | 123 |
|
|
2020
Q4 | $5.5M | Buy |
31,549
+841
| +3% | +$147K | 0.2% | 118 |
|
|
2020
Q3 | $3.98M | Sell |
30,708
-473
| -2% | -$61.3K | 0.17% | 128 |
|
|
2020
Q2 | $3.45M | Buy |
31,181
+24,781
| +387% | +$2.74M | 0.15% | 140 |
|
|
2020
Q1 | $489K | Buy |
+6,400
| New | +$489K | 0.02% | 399 |
|