Kopp Family Office’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Sell |
298,870
-33,375
| -10% | -$884K | 5.12% | 6 |
|
|
2025
Q1 | $9.02M | Hold |
332,245
| – | – | 6.24% | 4 |
|
|
2024
Q4 | $13.5M | Sell |
332,245
-19,830
| -6% | -$806K | 8.55% | 5 |
|
|
2024
Q3 | $10.1M | Hold |
352,075
| – | – | 6.44% | 5 |
|
|
2024
Q2 | $15.5M | Buy |
352,075
+114,583
| +48% | +$5.05M | 9.63% | 5 |
|
|
2024
Q1 | $14.8M | Hold |
237,492
| – | – | 8.43% | 5 |
|
|
2023
Q4 | $18.7M | Sell |
237,492
-12,230
| -5% | -$962K | 10.92% | 3 |
|
|
2023
Q3 | $16.1M | Hold |
249,722
| – | – | 10.16% | 4 |
|
|
2023
Q2 | $20.6M | Sell |
249,722
-14,468
| -5% | -$1.19M | 11.06% | 3 |
|
|
2023
Q1 | $19.1M | Buy |
264,190
+1,000
| +0.4% | +$72.3K | 10.29% | 4 |
|
|
2022
Q4 | $17.9M | Buy |
263,190
+88,012
| +50% | +$5.97M | 10.75% | 3 |
|
|
2022
Q3 | $13.1M | Buy |
175,178
+700
| +0.4% | +$52.5K | 10.69% | 5 |
|
|
2022
Q2 | $15.9M | Buy |
174,478
+8,168
| +5% | +$744K | 11.17% | 3 |
|
|
2022
Q1 | $18.4M | Buy |
166,310
+14,255
| +9% | +$1.57M | 9.92% | 6 |
|
|
2021
Q4 | $20.9M | Buy |
152,055
+60,508
| +66% | +$8.31M | 9.13% | 6 |
|
|
2021
Q3 | $14.6M | Buy |
91,547
+20
| +0% | +$3.2K | 5.8% | 7 |
|
|
2021
Q2 | $16.8M | Buy |
91,527
+25,002
| +38% | +$4.59M | 6.95% | 6 |
|
|
2021
Q1 | $10.4M | Hold |
66,525
| – | – | 4.62% | 6 |
|
|
2020
Q4 | $11.6M | Hold |
66,525
| – | – | 4.72% | 4 |
|
|
2020
Q3 | $8.63M | Buy |
66,525
+2,530
| +4% | +$328K | 4.69% | 4 |
|
|
2020
Q2 | $7.08M | Buy |
63,995
+25,000
| +64% | +$2.77M | 3.83% | 4 |
|
|
2020
Q1 | $2.98M | Buy |
38,995
+10,445
| +37% | +$799K | 2.05% | 4 |
|
|
2019
Q4 | $1.87M | Buy |
+28,550
| New | +$1.87M | 1.19% | 3 |
|