Oak Thistle LLC’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,016
| Closed | -$631K | – | 382 |
|
|
2023
Q4 | $631K | Sell |
8,016
-4,470
| -36% | -$352K | 0.18% | 233 |
|
|
2023
Q3 | $803K | Buy |
+12,486
| New | +$803K | 0.24% | 174 |
|
|
2022
Q1 | – | Sell |
-1,760
| Closed | -$242K | – | 429 |
|
|
2021
Q4 | $242K | Buy |
+1,760
| New | +$242K | 0.19% | 248 |
|