Jefferies Financial Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41,099
| Closed | -$1.12M | – | 1184 |
|
|
2025
Q1 | $1.12M | Buy |
41,099
+15,300
| +59% | +$415K | 0.01% | 593 |
|
|
2024
Q4 | $1.05M | Buy |
+25,799
| New | +$1.05M | 0.01% | 645 |
|
|
2024
Q1 | – | Sell |
-9,636
| Closed | -$758K | – | 1341 |
|
|
2023
Q4 | $758K | Sell |
9,636
-103,187
| -91% | -$8.12M | ﹤0.01% | 731 |
|
|
2023
Q3 | $7.25M | Sell |
112,823
-29,120
| -21% | -$1.87M | 0.07% | 114 |
|
|
2023
Q2 | $11.7M | Buy |
141,943
+57,605
| +68% | +$4.75M | 0.1% | 86 |
|
|
2023
Q1 | $6.1M | Buy |
84,338
+37,648
| +81% | +$2.72M | 0.05% | 153 |
|
|
2022
Q4 | $3.17M | Buy |
+46,690
| New | +$3.17M | 0.02% | 267 |
|