Luther King Capital Management (LKCM)’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $604K | Sell |
22,818
-31,668
| -58% | -$839K | ﹤0.01% | 450 |
|
2025
Q1 | $1.48M | Sell |
54,486
-32,500
| -37% | -$882K | 0.01% | 358 |
|
2024
Q4 | $3.54M | Buy |
86,986
+4,820
| +6% | +$196K | 0.02% | 270 |
|
2024
Q3 | $2.36M | Buy |
82,166
+35,413
| +76% | +$1.02M | 0.01% | 304 |
|
2024
Q2 | $2.06M | Buy |
+46,753
| New | +$2.06M | 0.01% | 309 |
|
2021
Q3 | – | Sell |
-6,105
| Closed | -$1.12M | – | 609 |
|
2021
Q2 | $1.12M | Sell |
6,105
-105
| -2% | -$19.3K | 0.01% | 402 |
|
2021
Q1 | $971K | Sell |
6,210
-140
| -2% | -$21.9K | 0.01% | 392 |
|
2020
Q4 | $1.11M | Sell |
6,350
-16,710
| -72% | -$2.91M | 0.01% | 362 |
|
2020
Q3 | $2.99M | Sell |
23,060
-11,690
| -34% | -$1.52M | 0.02% | 210 |
|
2020
Q2 | $3.85M | Sell |
34,750
-4,045
| -10% | -$448K | 0.03% | 186 |
|
2020
Q1 | $2.97M | Buy |
38,795
+5,965
| +18% | +$456K | 0.03% | 191 |
|
2019
Q4 | $2.15M | Sell |
32,830
-70
| -0.2% | -$4.59K | 0.01% | 280 |
|
2019
Q3 | $1.77M | Buy |
+32,900
| New | +$1.77M | 0.01% | 288 |
|