Petrus Trust Company’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 |
-8,240
| Closed | -$224K | – | 586 |
|
|
2025
Q1 | $224K | Buy |
+8,240
| New | +$224K | 0.02% | 506 |
|
|
2023
Q2 | – | Sell |
-4,798
| Closed | -$347K | – | 640 |
|
|
2023
Q1 | $347K | Buy |
+4,798
| New | +$347K | 0.04% | 228 |
|
|
2017
Q1 | – | Sell |
-10,632
| Closed | -$151K | – | 196 |
|
|
2016
Q4 | $151K | Hold |
10,632
| – | – | 0.04% | 175 |
|
|
2016
Q3 | $167K | Hold |
10,632
| – | – | 0.04% | 158 |
|
|
2016
Q2 | $127K | Buy |
+10,632
| New | +$127K | 0.03% | 157 |
|