Global Retirement Partners’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $28.9K | Buy |
1,443
+215
| +18% | +$4.56K | ﹤0.01% | 2688 |
|
|
2025
Q3 | $29.7K | Buy |
1,228
+552
| +82% | +$14.6K | ﹤0.01% | 2192 |
|
|
2025
Q2 | $17.9K | Buy |
+676
| New | +$17.6K | ﹤0.01% | 2342 |
|
|
2024
Q4 | $1.26K | Sell |
31
-3
| -9% | -$108 | ﹤0.01% | 3226 |
|
|
2024
Q3 | $977 | Sell |
34
-53
| -61% | -$1.91K | ﹤0.01% | 3149 |
|
|
2024
Q2 | $3.84K | Sell |
87
-49
| -36% | -$2.55K | ﹤0.01% | 2727 |
|
|
2024
Q1 | $8.45K | Hold |
136
| – | – | ﹤0.01% | 2198 |
|
|
2023
Q4 | $10.3K | Sell |
136
-96
| -41% | -$6.69K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $14.5K | Buy |
232
+19
| +9% | +$1.42K | ﹤0.01% | 1797 |
|
|
2023
Q2 | $17.6K | Sell |
213
-9
| -4% | -$604 | ﹤0.01% | 1725 |
|
|
2023
Q1 | $12.6K | Buy |
222
+3
| +1% | +$215 | ﹤0.01% | 1830 |
|
|
2022
Q4 | $14.9K | Buy |
219
+4
| +2% | +$251 | ﹤0.01% | 1611 |
|
|
2022
Q3 | $13K | Sell |
215
-7
| -3% | -$680 | ﹤0.01% | 1572 |
|
|
2022
Q2 | $20K | Hold |
222
| – | – | ﹤0.01% | 1350 |
|
|
2022
Q1 | $19K | Buy |
222
+115
| +107% | +$13.4K | ﹤0.01% | 1365 |
|
|
2021
Q4 | $15K | Buy |
107
+6
| +6% | +$887 | 0.01% | 133 |
|
|
2021
Q3 | $16K | Buy |
101
+39
| +63% | +$7.12K | ﹤0.01% | 1274 |
|
|
2021
Q2 | $11K | Buy |
62
+43
| +226% | +$7.41K | ﹤0.01% | 1345 |
|
|
2021
Q1 | $3K | Buy |
19
+10
| +111% | +$1.71K | ﹤0.01% | 1582 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q3 | $1K | Buy |
+9
| New | +$1.08K | ﹤0.01% | 1555 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1630 |
|
|
2019
Q1 | $5K | Buy |
+100
| New | +$5.08K | ﹤0.01% | 1234 |
|
Other funds holding FIVN
VC
VBA
AC
