Janney Montgomery Scott’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 | $378K | Sell |
24,943
-1
| -0% | -$17 | ﹤0.01% | 2231 |
|
|
2025
Q4 | $500K | Sell |
24,944
-9,503
| -28% | -$202K | ﹤0.01% | 2188 |
|
|
2025
Q3 | $834K | Buy |
34,447
+5,454
| +19% | +$144K | ﹤0.01% | 1821 |
|
|
2025
Q2 | $768K | Sell |
28,993
-5,360
| -16% | -$139K | ﹤0.01% | 1762 |
|
|
2025
Q1 | $933K | Sell |
34,353
-1,019
| -3% | -$37.4K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $1.44M | Buy |
35,372
+7,140
| +25% | +$258K | ﹤0.01% | 1336 |
|
|
2024
Q3 | $811K | Buy |
+28,232
| New | +$1.02M | ﹤0.01% | 1641 |
|
|
2021
Q3 | – | Sell |
-4,275
| Closed | -$784K | – | 2311 |
|
|
2021
Q2 | $784K | Sell |
4,275
-946
| -18% | -$163K | ﹤0.01% | 1395 |
|
|
2021
Q1 | $816K | Sell |
5,221
-66
| -1% | -$11.3K | ﹤0.01% | 1300 |
|
|
2020
Q4 | $922K | Buy |
5,287
+238
| +5% | +$36.2K | ﹤0.01% | 1219 |
|
|
2020
Q3 | $655K | Sell |
5,049
-112
| -2% | -$13.5K | ﹤0.01% | 1300 |
|
|
2020
Q2 | $571K | Sell |
5,161
-640
| -11% | -$62.3K | ﹤0.01% | 1296 |
|
|
2020
Q1 | $444K | Sell |
5,801
-7,929
| -58% | -$565K | ﹤0.01% | 1279 |
|
|
2019
Q4 | $900K | Buy |
13,730
+2,667
| +24% | +$163K | 0.01% | 1144 |
|
|
2019
Q3 | $595K | Sell |
11,063
-1,220
| -10% | -$68.6K | ﹤0.01% | 1287 |
|
|
2019
Q2 | $630K | Buy |
12,283
+2,207
| +22% | +$112K | ﹤0.01% | 1288 |
|
|
2019
Q1 | $532K | Sell |
10,076
-919
| -8% | -$46.7K | ﹤0.01% | 1354 |
|
|
2018
Q4 | $481K | Buy |
10,995
+689
| +7% | +$27.7K | ﹤0.01% | 1313 |
|
|
2018
Q3 | $450K | Buy |
10,306
+1,291
| +14% | +$53.2K | ﹤0.01% | 1490 |
|
|
2018
Q2 | $312K | Buy |
9,015
+455
| +5% | +$14.7K | ﹤0.01% | 1634 |
|
|
2018
Q1 | $255K | Buy |
8,560
+70
| +0.8% | +$1.92K | ﹤0.01% | 1691 |
|
|
2017
Q4 | $211K | Sell |
8,490
-345
| -4% | -$8.51K | ﹤0.01% | 1771 |
|
|
2017
Q3 | $211K | Buy |
+8,835
| New | +$192K | ﹤0.01% | 1683 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
