Oppenheimer & Co’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-76,069
| Closed | -$2.07M | – | 1642 |
|
|
2025
Q1 | $2.07M | Buy |
76,069
+26,836
| +55% | +$729K | 0.03% | 534 |
|
|
2024
Q4 | $2M | Buy |
+49,233
| New | +$2M | 0.03% | 549 |
|
|
2022
Q1 | – | Sell |
-2,804
| Closed | -$385K | – | 1512 |
|
|
2021
Q4 | $385K | Buy |
2,804
+1,199
| +75% | +$165K | 0.01% | 1126 |
|
|
2021
Q3 | $256K | Buy |
1,605
+93
| +6% | +$14.8K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $277K | Buy |
1,512
+11
| +0.7% | +$2.02K | 0.01% | 1281 |
|
|
2021
Q1 | $235K | Buy |
1,501
+172
| +13% | +$26.9K | ﹤0.01% | 1278 |
|
|
2020
Q4 | $232K | Buy |
+1,329
| New | +$232K | ﹤0.01% | 1185 |
|