Farther Finance Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Sell |
697
-198
| -22% | -$5.24K | ﹤0.01% | 2725 |
|
|
2025
Q1 | $24.2K | Buy |
895
+148
| +20% | +$4.01K | ﹤0.01% | 2286 |
|
|
2024
Q4 | $30.4K | Sell |
747
-866
| -54% | -$35.2K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $46.3K | Sell |
1,613
-877
| -35% | -$25.2K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $108K | Buy |
2,490
+875
| +54% | +$38.1K | 0.01% | 1104 |
|
|
2024
Q1 | $99.1K | Buy |
1,615
+16
| +1% | +$982 | 0.01% | 948 |
|
|
2023
Q4 | $126K | Buy |
1,599
+62
| +4% | +$4.88K | 0.01% | 719 |
|
|
2023
Q3 | $98.8K | Buy |
1,537
+23
| +2% | +$1.48K | 0.02% | 559 |
|
|
2023
Q2 | $125K | Buy |
1,514
+1,146
| +311% | +$94.5K | 0.03% | 394 |
|
|
2023
Q1 | $26.6K | Buy |
368
+350
| +1,944% | +$25.3K | 0.01% | 817 |
|
|
2022
Q4 | $1.22K | Buy |
+18
| New | +$1.22K | ﹤0.01% | 1600 |
|