D.A. Davidson & Co’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,526
| Closed | -$2.11M | – | 1224 |
|
|
2021
Q2 | $2.11M | Buy |
11,526
+2,822
| +32% | +$518K | 0.02% | 422 |
|
|
2021
Q1 | $1.36M | Buy |
8,704
+289
| +3% | +$45.2K | 0.02% | 501 |
|
|
2020
Q4 | $1.47M | Buy |
8,415
+378
| +5% | +$65.9K | 0.02% | 413 |
|
|
2020
Q3 | $1.04M | Buy |
8,037
+639
| +9% | +$82.8K | 0.02% | 431 |
|
|
2020
Q2 | $819K | Sell |
7,398
-4,702
| -39% | -$521K | 0.02% | 489 |
|
|
2020
Q1 | $925K | Sell |
12,100
-2,153
| -15% | -$165K | 0.02% | 456 |
|
|
2019
Q4 | $935K | Sell |
14,253
-1,730
| -11% | -$113K | 0.02% | 521 |
|
|
2019
Q3 | $859K | Sell |
15,983
-1,508
| -9% | -$81K | 0.02% | 517 |
|
|
2019
Q2 | $897K | Sell |
17,491
-9,639
| -36% | -$494K | 0.02% | 498 |
|
|
2019
Q1 | $1.43M | Sell |
27,130
-2,049
| -7% | -$108K | 0.02% | 424 |
|
|
2018
Q4 | $1.28M | Buy |
29,179
+2,447
| +9% | +$107K | 0.02% | 423 |
|
|
2018
Q3 | $1.17M | Buy |
26,732
+563
| +2% | +$24.6K | 0.02% | 474 |
|
|
2018
Q2 | $905K | Buy |
26,169
+2,654
| +11% | +$91.8K | 0.02% | 528 |
|
|
2018
Q1 | $701K | Buy |
23,515
+3,810
| +19% | +$114K | 0.01% | 579 |
|
|
2017
Q4 | $490K | Sell |
19,705
-238
| -1% | -$5.92K | 0.01% | 668 |
|
|
2017
Q3 | $476K | Buy |
19,943
+8,467
| +74% | +$202K | 0.01% | 692 |
|
|
2017
Q2 | $246K | Buy |
11,476
+1,976
| +21% | +$42.4K | 0.01% | 874 |
|
|
2017
Q1 | $156K | Buy |
+9,500
| New | +$156K | ﹤0.01% | 1047 |
|