Guggenheim Capital’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
27,826
+13,606
| +96% | +$360K | 0.01% | 1003 |
|
|
2025
Q1 | $386K | Buy |
14,220
+5,646
| +66% | +$153K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $348K | Buy |
+8,574
| New | +$348K | ﹤0.01% | 1397 |
|
|
2024
Q1 | – | Sell |
-3,203
| Closed | -$252K | – | 1900 |
|
|
2023
Q4 | $252K | Sell |
3,203
-3,790
| -54% | -$298K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $450K | Buy |
6,993
+909
| +15% | +$58.4K | ﹤0.01% | 1478 |
|
|
2023
Q2 | $502K | Buy |
6,084
+234
| +4% | +$19.3K | ﹤0.01% | 1473 |
|
|
2023
Q1 | $423K | Buy |
5,850
+2,156
| +58% | +$156K | ﹤0.01% | 1548 |
|
|
2022
Q4 | $251K | Sell |
3,694
-3,275
| -47% | -$222K | ﹤0.01% | 1728 |
|
|
2022
Q3 | $522K | Buy |
6,969
+257
| +4% | +$19.3K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $612K | Sell |
6,712
-365
| -5% | -$33.3K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $781K | Sell |
7,077
-35
| -0.5% | -$3.86K | ﹤0.01% | 1485 |
|
|
2021
Q4 | $977K | Buy |
7,112
+2,337
| +49% | +$321K | 0.01% | 1381 |
|
|
2021
Q3 | $763K | Buy |
4,775
+3,559
| +293% | +$569K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $223K | Sell |
1,216
-358
| -23% | -$65.7K | ﹤0.01% | 2109 |
|
|
2021
Q1 | $246K | Sell |
1,574
-303
| -16% | -$47.4K | ﹤0.01% | 2020 |
|
|
2020
Q4 | $327K | Sell |
1,877
-4,515
| -71% | -$787K | ﹤0.01% | 1795 |
|
|
2020
Q3 | $829K | Buy |
6,392
+1,041
| +19% | +$135K | 0.01% | 1282 |
|
|
2020
Q2 | $592K | Buy |
+5,351
| New | +$592K | ﹤0.01% | 1394 |
|