Neo Ivy Capital Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,912
| Closed | -$830K | – | 320 |
|
|
2024
Q3 | $830K | Sell |
28,912
-20,460
| -41% | -$587K | 0.27% | 142 |
|
|
2024
Q2 | $2.18M | Buy |
+49,372
| New | +$2.18M | 0.43% | 120 |
|
|
2022
Q3 | – | Sell |
-470
| Closed | -$42K | – | 430 |
|
|
2022
Q2 | $42K | Buy |
470
+254
| +118% | +$22.7K | 0.11% | 256 |
|
|
2022
Q1 | $24K | Sell |
216
-83
| -28% | -$9.22K | 0.02% | 420 |
|
|
2021
Q4 | $41K | Sell |
299
-181
| -38% | -$24.8K | 0.06% | 304 |
|
|
2021
Q3 | $53K | Buy |
+480
| New | +$53K | 0.06% | 315 |
|
|
2021
Q2 | – | Sell |
-2,456
| Closed | -$384K | – | 502 |
|
|
2021
Q1 | $384K | Buy |
+2,456
| New | +$384K | 0.42% | 72 |
|
|
2020
Q4 | – | Sell |
-1,483
| Closed | -$192K | – | 475 |
|
|
2020
Q3 | $192K | Buy |
1,483
+1,003
| +209% | +$130K | 0.19% | 199 |
|
|
2020
Q2 | $53K | Buy |
+480
| New | +$53K | 0.06% | 315 |
|
|
2019
Q2 | – | Sell |
-5,217
| Closed | -$275K | – | 324 |
|
|
2019
Q1 | $275K | Buy |
+5,217
| New | +$275K | 0.16% | 185 |
|