NewEdge Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291 | Hold |
11
| – | – | ﹤0.01% | 3851 |
|
|
2025
Q1 | $299 | Hold |
11
| – | – | ﹤0.01% | 3769 |
|
|
2024
Q4 | $447 | Hold |
11
| – | – | ﹤0.01% | 3670 |
|
|
2024
Q3 | $316 | Hold |
11
| – | – | ﹤0.01% | 3653 |
|
|
2024
Q2 | $485 | Sell |
11
-10,097
| -100% | -$445K | ﹤0.01% | 3572 |
|
|
2024
Q1 | $628K | Sell |
10,108
-1,340
| -12% | -$83.2K | 0.01% | 1214 |
|
|
2023
Q4 | $908K | Buy |
11,448
+11,437
| +103,973% | +$907K | 0.01% | 979 |
|
|
2023
Q3 | $707 | Sell |
11
-32
| -74% | -$2.06K | ﹤0.01% | 3216 |
|
|
2023
Q2 | $3.55K | Buy |
43
+32
| +291% | +$2.64K | ﹤0.01% | 2928 |
|
|
2023
Q1 | $795 | Hold |
11
| – | – | ﹤0.01% | 3189 |
|
|
2022
Q4 | $1 | Buy |
+11
| New | +$1 | ﹤0.01% | 4005 |
|