IFP 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 | – | Hold |
0
| – | – | – | 2372 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.71K | – | 4447 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3157 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$6.21K | – | 3265 |
|
|
2024
Q1 | $6.21K | Hold |
100
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q4 | $7.87K | Hold |
100
| – | – | ﹤0.01% | 2271 |
|
|
2023
Q3 | $6.43K | Hold |
100
| – | – | ﹤0.01% | 2418 |
|
|
2023
Q2 | $8.25K | Buy |
100
+75
| +300% | +$6.18K | ﹤0.01% | 2362 |
|
|
2023
Q1 | $890 | Sell |
25
-37
| -60% | -$1.32K | ﹤0.01% | 3100 |
|
|
2022
Q4 | $6K | Sell |
62
-72
| -54% | -$6.97K | ﹤0.01% | 3686 |
|
|
2022
Q3 | $14K | Buy |
134
+4
| +3% | +$418 | ﹤0.01% | 3384 |
|
|
2022
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 3185 |
|
|
2022
Q1 | $13K | Buy |
130
+121
| +1,344% | +$12.1K | ﹤0.01% | 3185 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2946 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 3761 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3500 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3411 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$5K | – | 3302 |
|
|
2020
Q3 | $5K | Sell |
41
-7
| -15% | -$854 | ﹤0.01% | 2152 |
|
|
2020
Q2 | $6K | Sell |
48
-6
| -11% | -$750 | ﹤0.01% | 1989 |
|
|
2020
Q1 | $4K | Buy |
54
+6
| +13% | +$444 | ﹤0.01% | 2110 |
|
|
2019
Q4 | $3K | Sell |
48
-3
| -6% | -$188 | ﹤0.01% | 2357 |
|
|
2019
Q3 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 2521 |
|
|
2019
Q1 | – | Sell |
-116
| Closed | -$5K | – | 2685 |
|
|
2018
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 2790 |
|
|
2018
Q3 | $5K | Sell |
116
-50
| -30% | -$2.16K | ﹤0.01% | 3156 |
|
|
2018
Q2 | $6K | Buy |
+166
| New | +$6K | ﹤0.01% | 3112 |
|
|
2016
Q4 | – | Sell |
-34,892
| Closed | -$547K | – | 3997 |
|
|
2016
Q3 | $547K | Buy |
+34,892
| New | +$547K | 0.03% | 528 |
|