Ladenburg Thalmann Financial Services’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $778K | Buy |
11,861
+2,270
| +24% | +$149K | ﹤0.01% | 1462 |
|
|
2019
Q3 | $516K | Buy |
9,591
+1,378
| +17% | +$74.1K | ﹤0.01% | 1741 |
|
|
2019
Q2 | $426K | Buy |
8,213
+348
| +4% | +$18.1K | ﹤0.01% | 1872 |
|
|
2019
Q1 | $415K | Buy |
7,865
+4,567
| +138% | +$241K | ﹤0.01% | 1833 |
|
|
2018
Q4 | $145K | Buy |
3,298
+754
| +30% | +$33.2K | ﹤0.01% | 2478 |
|
|
2018
Q3 | $112K | Buy |
2,544
+949
| +59% | +$41.8K | ﹤0.01% | 2735 |
|
|
2018
Q2 | $47K | Hold |
1,595
| – | – | ﹤0.01% | 3296 |
|
|
2018
Q1 | $47K | Buy |
1,595
+228
| +17% | +$6.72K | ﹤0.01% | 3296 |
|
|
2017
Q4 | $34K | Hold |
1,367
| – | – | ﹤0.01% | 3477 |
|
|
2017
Q3 | $33K | Buy |
1,367
+342
| +33% | +$8.26K | ﹤0.01% | 3370 |
|
|
2017
Q2 | $22K | Buy |
1,025
+700
| +215% | +$15K | ﹤0.01% | 3550 |
|
|
2017
Q1 | $5K | Buy |
325
+132
| +68% | +$2.03K | ﹤0.01% | 4298 |
|
|
2016
Q4 | $3K | Sell |
193
-11,084
| -98% | -$172K | ﹤0.01% | 4410 |
|
|
2016
Q3 | $177K | Buy |
+11,277
| New | +$177K | ﹤0.01% | 1833 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$4K | – | 4767 |
|
|
2016
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 4150 |
|
|
2015
Q4 | $3K | Hold |
400
| – | – | ﹤0.01% | 4225 |
|
|
2015
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 4409 |
|
|
2015
Q2 | $2K | Hold |
400
| – | – | ﹤0.01% | 4336 |
|
|
2015
Q1 | $2K | Hold |
400
| – | – | ﹤0.01% | 4268 |
|
|
2014
Q4 | $2K | Buy |
+400
| New | +$2K | ﹤0.01% | 4044 |
|