ORI
Oak Ridge Investments’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56,373
| Closed | -$4.08M | – | 152 |
|
|
2023
Q1 | $4.08M | Buy |
56,373
+941
| +2% | +$68K | 0.55% | 64 |
|
|
2022
Q4 | $3.76M | Sell |
55,432
-3,089
| -5% | -$210K | 0.56% | 62 |
|
|
2022
Q3 | $4.39M | Buy |
58,521
+436
| +0.8% | +$32.7K | 0.67% | 46 |
|
|
2022
Q2 | $5.29M | Sell |
58,085
-2,164
| -4% | -$197K | 0.77% | 36 |
|
|
2022
Q1 | $6.65M | Sell |
60,249
-16,049
| -21% | -$1.77M | 0.74% | 38 |
|
|
2021
Q4 | $10.5M | Sell |
76,298
-1,538
| -2% | -$211K | 0.88% | 30 |
|
|
2021
Q3 | $12.4M | Sell |
77,836
-33,891
| -30% | -$5.41M | 1.1% | 20 |
|
|
2021
Q2 | $20.5M | Sell |
111,727
-3,605
| -3% | -$661K | 1.79% | 7 |
|
|
2021
Q1 | $18M | Sell |
115,332
-1,891
| -2% | -$296K | 1.68% | 7 |
|
|
2020
Q4 | $20.4M | Sell |
117,223
-36,079
| -24% | -$6.29M | 1.8% | 6 |
|
|
2020
Q3 | $19.9M | Sell |
153,302
-11,314
| -7% | -$1.47M | 1.55% | 8 |
|
|
2020
Q2 | $18.2M | Sell |
164,616
-88,979
| -35% | -$9.85M | 1.53% | 10 |
|
|
2020
Q1 | $19.4M | Sell |
253,595
-31,900
| -11% | -$2.44M | 1.99% | 6 |
|
|
2019
Q4 | $18.7M | Sell |
285,495
-23,864
| -8% | -$1.57M | 1.37% | 16 |
|
|
2019
Q3 | $16.6M | Buy |
309,359
+88,203
| +40% | +$4.74M | 1.25% | 22 |
|
|
2019
Q2 | $11.3M | Buy |
221,156
+46,323
| +26% | +$2.38M | 0.78% | 51 |
|
|
2019
Q1 | $9.24M | Buy |
+174,833
| New | +$9.24M | 0.59% | 72 |
|