Lyon Street Capital’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,250
| Closed | -$996K | – | 93 |
|
|
2021
Q4 | $996K | Buy |
+7,250
| New | +$996K | 0.99% | 56 |
|
|
2020
Q3 | – | Sell |
-2,583
| Closed | -$286K | – | 66 |
|
|
2020
Q2 | $286K | Sell |
2,583
-8,417
| -77% | -$932K | 0.57% | 57 |
|
|
2020
Q1 | $841K | Sell |
11,000
-1,061
| -9% | -$81.1K | 1.34% | 32 |
|
|
2019
Q4 | $791K | Sell |
12,061
-8,500
| -41% | -$557K | 1.35% | 37 |
|
|
2019
Q3 | $1.11M | Sell |
20,561
-8,810
| -30% | -$473K | 2.03% | 18 |
|
|
2019
Q2 | $1.51M | Buy |
29,371
+13,500
| +85% | +$692K | 2.56% | 14 |
|
|
2019
Q1 | $838K | Sell |
15,871
-31,207
| -66% | -$1.65M | 2.58% | 19 |
|
|
2018
Q4 | $2.06M | Sell |
47,078
-8,810
| -16% | -$385K | 2.07% | 18 |
|
|
2018
Q3 | $2.44M | Sell |
55,888
-55,929
| -50% | -$2.44M | 1.52% | 20 |
|
|
2018
Q2 | $3.87M | Sell |
111,817
-334
| -0.3% | -$11.5K | 1.37% | 25 |
|
|
2018
Q1 | $3.34M | Sell |
112,151
-117,350
| -51% | -$3.5M | 1.08% | 29 |
|
|
2017
Q4 | $5.71M | Hold |
229,501
| – | – | 1.9% | 19 |
|
|
2017
Q3 | $5.49M | Buy |
229,501
+49,921
| +28% | +$1.19M | 2.11% | 19 |
|
|
2017
Q2 | $3.87M | Buy |
+179,580
| New | +$3.87M | 1.55% | 26 |
|
|
2016
Q4 | – | Sell |
-15,700
| Closed | -$246K | – | 39 |
|
|
2016
Q3 | $246K | Buy |
+15,700
| New | +$246K | 0.12% | 36 |
|