Next Financial Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $172K | Hold |
1,251
| – | – | 0.01% | 952 |
|
|
2021
Q3 | $200K | Buy |
1,251
+80
| +7% | +$12.8K | 0.02% | 833 |
|
|
2021
Q2 | $215K | Sell |
1,171
-103
| -8% | -$18.9K | 0.02% | 800 |
|
|
2021
Q1 | $199K | Buy |
1,274
+305
| +31% | +$47.6K | 0.02% | 782 |
|
|
2020
Q4 | $169K | Buy |
969
+228
| +31% | +$39.8K | 0.02% | 774 |
|
|
2020
Q3 | $96K | Buy |
+741
| New | +$96K | 0.01% | 878 |
|
|
2020
Q2 | – | Sell |
-45
| Closed | -$3K | – | 1041 |
|
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 1829 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 2075 |
|
|
2019
Q3 | $2K | Sell |
45
-725
| -94% | -$32.2K | ﹤0.01% | 2109 |
|
|
2019
Q2 | $39K | Buy |
+770
| New | +$39K | ﹤0.01% | 1242 |
|
|
2019
Q1 | – | Sell |
-788
| Closed | -$34K | – | 1777 |
|
|
2018
Q4 | $34K | Buy |
+788
| New | +$34K | 0.01% | 920 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$11K | – | 1814 |
|
|
2017
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 1311 |
|
|
2016
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 1800 |
|
|
2016
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 1745 |
|
|
2016
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 1401 |
|
|
2016
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 1415 |
|
|
2015
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 1442 |
|
|
2015
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 1706 |
|
|
2015
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 1664 |
|
|
2015
Q1 | $2K | Sell |
500
-500
| -50% | -$2K | ﹤0.01% | 1678 |
|
|
2014
Q4 | $4K | Buy |
1,000
+400
| +67% | +$1.6K | ﹤0.01% | 1576 |
|
|
2014
Q3 | $4K | Hold |
600
| – | – | ﹤0.01% | 2133 |
|
|
2014
Q2 | $4K | Buy |
+600
| New | +$4K | ﹤0.01% | 975 |
|