HighTower Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,878
| Closed | -$214K | – | 3629 |
|
|
2025
Q1 | $214K | Sell |
7,878
-37
| -0.5% | -$1.01K | ﹤0.01% | 3108 |
|
|
2024
Q4 | $322K | Sell |
7,915
-4,192
| -35% | -$170K | ﹤0.01% | 2821 |
|
|
2024
Q3 | $333K | Sell |
12,107
-3,732
| -24% | -$103K | ﹤0.01% | 2743 |
|
|
2024
Q2 | $681K | Sell |
15,839
-3,878
| -20% | -$167K | ﹤0.01% | 2097 |
|
|
2024
Q1 | $1.21M | Buy |
19,717
+1,020
| +5% | +$62.8K | ﹤0.01% | 1697 |
|
|
2023
Q4 | $1.47M | Buy |
18,697
+1,305
| +8% | +$102K | ﹤0.01% | 1615 |
|
|
2023
Q3 | $1.12M | Sell |
17,392
-82
| -0.5% | -$5.26K | ﹤0.01% | 1698 |
|
|
2023
Q2 | $1.43M | Buy |
17,474
+2,836
| +19% | +$232K | ﹤0.01% | 1546 |
|
|
2023
Q1 | $1.06M | Sell |
14,638
-796
| -5% | -$57.6K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $1.05M | Sell |
15,434
-4,912
| -24% | -$335K | ﹤0.01% | 1638 |
|
|
2022
Q3 | $1.52M | Sell |
20,346
-879
| -4% | -$65.8K | ﹤0.01% | 1389 |
|
|
2022
Q2 | $1.94M | Sell |
21,225
-559
| -3% | -$51K | 0.01% | 1274 |
|
|
2022
Q1 | $2.42M | Buy |
21,784
+2,140
| +11% | +$238K | 0.01% | 1259 |
|
|
2021
Q4 | $2.7M | Sell |
19,644
-1,423
| -7% | -$196K | 0.01% | 1194 |
|
|
2021
Q3 | $3.37M | Buy |
21,067
+567
| +3% | +$90.6K | 0.01% | 992 |
|
|
2021
Q2 | $3.76M | Buy |
20,500
+1,243
| +6% | +$228K | 0.01% | 922 |
|
|
2021
Q1 | $3.01M | Buy |
19,257
+3,857
| +25% | +$603K | 0.01% | 928 |
|
|
2020
Q4 | $2.69M | Buy |
15,400
+4,099
| +36% | +$715K | 0.01% | 789 |
|
|
2020
Q3 | $1.47M | Buy |
11,301
+1,112
| +11% | +$144K | 0.01% | 1024 |
|
|
2020
Q2 | $1.13M | Buy |
10,189
+4,541
| +80% | +$501K | 0.01% | 1053 |
|
|
2020
Q1 | $432K | Buy |
5,648
+1,163
| +26% | +$89K | ﹤0.01% | 1376 |
|
|
2019
Q4 | $295K | Buy |
4,485
+108
| +2% | +$7.1K | ﹤0.01% | 1727 |
|
|
2019
Q3 | $233K | Buy |
+4,377
| New | +$233K | ﹤0.01% | 1958 |
|
|
2018
Q4 | – | Sell |
-20,092
| Closed | -$874K | – | 2127 |
|
|
2018
Q3 | $874K | Buy |
+20,092
| New | +$874K | 0.01% | 1193 |
|