LPL Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
21,589
+5,461
| +34% | +$145K | ﹤0.01% | 4208 |
|
|
2025
Q1 | $438K | Buy |
16,128
+8,050
| +100% | +$219K | ﹤0.01% | 4221 |
|
|
2024
Q4 | $328K | Buy |
+8,078
| New | +$328K | ﹤0.01% | 4357 |
|
|
2024
Q3 | – | Sell |
-6,135
| Closed | -$271K | – | 5092 |
|
|
2024
Q2 | $271K | Sell |
6,135
-15,964
| -72% | -$704K | ﹤0.01% | 4275 |
|
|
2024
Q1 | $1.37M | Buy |
22,099
+4,557
| +26% | +$283K | ﹤0.01% | 2882 |
|
|
2023
Q4 | $1.38M | Buy |
17,542
+523
| +3% | +$41.2K | ﹤0.01% | 2736 |
|
|
2023
Q3 | $1.09M | Buy |
17,019
+1,152
| +7% | +$73.8K | ﹤0.01% | 2803 |
|
|
2023
Q2 | $1.31M | Buy |
15,867
+739
| +5% | +$60.9K | ﹤0.01% | 2616 |
|
|
2023
Q1 | $1.09M | Buy |
15,128
+2,015
| +15% | +$146K | ﹤0.01% | 2675 |
|
|
2022
Q4 | $880K | Buy |
13,113
+1,529
| +13% | +$103K | ﹤0.01% | 2732 |
|
|
2022
Q3 | $869K | Buy |
11,584
+36
| +0.3% | +$2.7K | ﹤0.01% | 2650 |
|
|
2022
Q2 | $1.08M | Buy |
11,548
+1,126
| +11% | +$106K | ﹤0.01% | 2519 |
|
|
2022
Q1 | $1.2M | Buy |
10,422
+6,770
| +185% | +$781K | ﹤0.01% | 2450 |
|
|
2021
Q4 | $501K | Sell |
3,652
-1,569
| -30% | -$215K | ﹤0.01% | 3268 |
|
|
2021
Q3 | $834K | Buy |
5,221
+153
| +3% | +$24.4K | ﹤0.01% | 2757 |
|
|
2021
Q2 | $929K | Sell |
5,068
-1,309
| -21% | -$240K | ﹤0.01% | 2618 |
|
|
2021
Q1 | $997K | Sell |
6,377
-1,155
| -15% | -$181K | ﹤0.01% | 2384 |
|
|
2020
Q4 | $1.31M | Buy |
7,532
+3,973
| +112% | +$693K | ﹤0.01% | 1965 |
|
|
2020
Q3 | $462K | Buy |
3,559
+596
| +20% | +$77.4K | ﹤0.01% | 2525 |
|
|
2020
Q2 | $328K | Buy |
+2,963
| New | +$328K | ﹤0.01% | 2751 |
|