LPL Financial’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 | $2.34M | Buy |
154,272
+45,780
| +42% | +$796K | ﹤0.01% | 3358 |
|
|
2025
Q4 | $2.18M | Buy |
108,492
+25,808
| +31% | +$548K | ﹤0.01% | 3328 |
|
|
2025
Q3 | $2M | Buy |
82,684
+61,095
| +283% | +$1.62M | ﹤0.01% | 3317 |
|
|
2025
Q2 | $572K | Buy |
21,589
+5,461
| +34% | +$142K | ﹤0.01% | 4271 |
|
|
2025
Q1 | $438K | Buy |
16,128
+8,050
| +100% | +$295K | ﹤0.01% | 4295 |
|
|
2024
Q4 | $328K | Buy |
+8,078
| New | +$291K | ﹤0.01% | 4446 |
|
|
2024
Q3 | – | Sell |
-6,135
| Closed | -$271K | – | 5214 |
|
|
2024
Q2 | $271K | Sell |
6,135
-15,964
| -72% | -$829K | ﹤0.01% | 4357 |
|
|
2024
Q1 | $1.37M | Buy |
22,099
+4,557
| +26% | +$317K | ﹤0.01% | 2906 |
|
|
2023
Q4 | $1.38M | Buy |
17,542
+523
| +3% | +$36.4K | ﹤0.01% | 2756 |
|
|
2023
Q3 | $1.09M | Buy |
17,019
+1,152
| +7% | +$86.2K | ﹤0.01% | 2821 |
|
|
2023
Q2 | $1.31M | Buy |
15,867
+739
| +5% | +$49.6K | ﹤0.01% | 2631 |
|
|
2023
Q1 | $1.09M | Buy |
15,128
+2,015
| +15% | +$144K | ﹤0.01% | 2683 |
|
|
2022
Q4 | $880K | Buy |
13,113
+1,529
| +13% | +$96K | ﹤0.01% | 2740 |
|
|
2022
Q3 | $869K | Buy |
11,584
+36
| +0.3% | +$3.5K | ﹤0.01% | 2657 |
|
|
2022
Q2 | $1.08M | Buy |
11,548
+1,126
| +11% | +$114K | ﹤0.01% | 2525 |
|
|
2022
Q1 | $1.2M | Buy |
10,422
+6,770
| +185% | +$788K | ﹤0.01% | 2456 |
|
|
2021
Q4 | $501K | Sell |
3,652
-1,569
| -30% | -$232K | ﹤0.01% | 3278 |
|
|
2021
Q3 | $834K | Buy |
5,221
+153
| +3% | +$27.9K | ﹤0.01% | 2770 |
|
|
2021
Q2 | $929K | Sell |
5,068
-1,309
| -21% | -$226K | ﹤0.01% | 2625 |
|
|
2021
Q1 | $997K | Sell |
6,377
-1,155
| -15% | -$197K | ﹤0.01% | 2389 |
|
|
2020
Q4 | $1.31M | Buy |
7,532
+3,973
| +112% | +$604K | ﹤0.01% | 1970 |
|
|
2020
Q3 | $462K | Buy |
3,559
+596
| +20% | +$71.7K | ﹤0.01% | 2537 |
|
|
2020
Q2 | $328K | Buy |
+2,963
| New | +$288K | ﹤0.01% | 2770 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
