IFP Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.39K | Sell |
553
-87
| -14% | -$1.51K | ﹤0.01% | 3238 |
|
|
2025
Q4 | $12.8K | Buy |
640
+591
| +1,206% | +$12.5K | ﹤0.01% | 2940 |
|
|
2025
Q3 | $1.19K | Buy |
+49
| New | +$1.3K | ﹤0.01% | 3888 |
|
|
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 | $8.24K | Buy |
100
+75
| +300% | +$5.03K | ﹤0.01% | 2362 |
|
|
2023
Q1 | $890 | Sell |
25
-37
| -60% | -$2.65K | ﹤0.01% | 3100 |
|
|
2022
Q4 | $6K | Sell |
62
-72
| -54% | -$4.52K | ﹤0.01% | 3686 |
|
|
2022
Q3 | $14K | Buy |
134
+4
| +3% | +$389 | ﹤0.01% | 3383 |
|
|
2022
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 3184 |
|
|
2022
Q1 | $13K | Buy |
130
+121
| +1,344% | +$14.1K | ﹤0.01% | 3184 |
|
|
2021
Q4 | $1K | Buy |
+9
| New | +$1.33K | ﹤0.01% | 2995 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 3829 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | +$172 | ﹤0.01% | 3545 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3466 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$6.24K | – | 3342 |
|
|
2020
Q3 | $5K | Sell |
41
-7
| -15% | -$842 | ﹤0.01% | 2167 |
|
|
2020
Q2 | $6K | Sell |
48
-6
| -11% | -$584 | ﹤0.01% | 2002 |
|
|
2020
Q1 | $4K | Buy |
54
+6
| +13% | +$428 | ﹤0.01% | 2138 |
|
|
2019
Q4 | $3K | Sell |
48
-3
| -6% | -$184 | ﹤0.01% | 2369 |
|
|
2019
Q3 | $3K | Buy |
+51
| New | +$2.87K | ﹤0.01% | 2530 |
|
|
2019
Q1 | – | Sell |
-116
| Closed | -$5K | – | 2704 |
|
|
2018
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 2835 |
|
|
2018
Q3 | $5K | Sell |
116
-50
| -30% | -$2.06K | ﹤0.01% | 3195 |
|
|
2018
Q2 | $6K | Buy |
+166
| New | +$5.37K | ﹤0.01% | 3158 |
|
|
2016
Q4 | – | Sell |
-34,892
| Closed | -$547K | – | 4029 |
|
|
2016
Q3 | $547K | Buy |
+34,892
| New | +$476K | 0.03% | 530 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
