MAI Capital Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Sell |
4,671
-598
| -11% | -$15.8K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $143K | Buy |
5,269
+3,671
| +230% | +$99.7K | ﹤0.01% | 1201 |
|
|
2024
Q4 | $64.9K | Buy |
+1,598
| New | +$64.9K | ﹤0.01% | 1538 |
|
|
2024
Q1 | – | Sell |
-2,740
| Closed | -$216K | – | 1196 |
|
|
2023
Q4 | $216K | Buy |
+2,740
| New | +$216K | ﹤0.01% | 967 |
|
|
2023
Q3 | – | Sell |
-2,946
| Closed | -$243K | – | 1055 |
|
|
2023
Q2 | $243K | Buy |
+2,946
| New | +$243K | ﹤0.01% | 875 |
|
|
2022
Q4 | – | Sell |
-2,916
| Closed | -$219K | – | 1007 |
|
|
2022
Q3 | $219K | Buy |
2,916
+119
| +4% | +$8.94K | ﹤0.01% | 768 |
|
|
2022
Q2 | $255K | Sell |
2,797
-210
| -7% | -$19.1K | ﹤0.01% | 698 |
|
|
2022
Q1 | $332K | Sell |
3,007
-2
| -0.1% | -$221 | 0.01% | 644 |
|
|
2021
Q4 | $413K | Buy |
3,009
+3
| +0.1% | +$412 | 0.01% | 601 |
|
|
2021
Q3 | $480K | Sell |
3,006
-82
| -3% | -$13.1K | 0.01% | 503 |
|
|
2021
Q2 | $566K | Buy |
3,088
+9
| +0.3% | +$1.65K | 0.01% | 464 |
|
|
2021
Q1 | $481K | Hold |
3,079
| – | – | 0.01% | 464 |
|
|
2020
Q4 | $537K | Sell |
3,079
-36
| -1% | -$6.28K | 0.01% | 420 |
|
|
2020
Q3 | $404K | Buy |
+3,115
| New | +$404K | 0.01% | 402 |
|