Principal Financial Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.89M | Buy |
256,748
+11,319
| +5% | +$197K | ﹤0.01% | 1693 |
|
|
2025
Q4 | $4.92M | Buy |
245,429
+79,947
| +48% | +$1.7M | ﹤0.01% | 1622 |
|
|
2025
Q3 | $4M | Buy |
+165,482
| New | +$4.38M | ﹤0.01% | 1667 |
|
|
2025
Q1 | – | Sell |
-6,584
| Closed | -$268K | – | 2183 |
|
|
2024
Q4 | $268K | Buy |
+6,584
| New | +$237K | ﹤0.01% | 2058 |
|
|
2024
Q3 | – | Sell |
-6,381
| Closed | -$281K | – | 2294 |
|
|
2024
Q2 | $281K | Sell |
6,381
-840
| -12% | -$43.6K | ﹤0.01% | 2068 |
|
|
2024
Q1 | $448K | Sell |
7,221
-343
| -5% | -$23.8K | ﹤0.01% | 2010 |
|
|
2023
Q4 | $595K | Sell |
7,564
-1,234
| -14% | -$85.9K | ﹤0.01% | 1922 |
|
|
2023
Q3 | $566K | Buy |
8,798
+304
| +4% | +$22.8K | ﹤0.01% | 1925 |
|
|
2023
Q2 | $700K | Buy |
8,494
+1,118
| +15% | +$75K | ﹤0.01% | 1892 |
|
|
2023
Q1 | $533K | Sell |
7,376
-1,445
| -16% | -$103K | ﹤0.01% | 1957 |
|
|
2022
Q4 | $599K | Buy |
8,821
+860
| +11% | +$54K | ﹤0.01% | 1935 |
|
|
2022
Q3 | $597K | Sell |
7,961
-1,461
| -16% | -$142K | ﹤0.01% | 1922 |
|
|
2022
Q2 | $859K | Buy |
9,422
+2,807
| +42% | +$284K | ﹤0.01% | 1947 |
|
|
2022
Q1 | $730K | Sell |
6,615
-645
| -9% | -$75.1K | ﹤0.01% | 2038 |
|
|
2021
Q4 | $997K | Buy |
7,260
+366
| +5% | +$54.1K | ﹤0.01% | 1981 |
|
|
2021
Q3 | $1.1M | Sell |
6,894
-55,163
| -89% | -$10.1M | ﹤0.01% | 1983 |
|
|
2021
Q2 | $11.4M | Buy |
62,057
+2,249
| +4% | +$388K | 0.01% | 1361 |
|
|
2021
Q1 | $9.35M | Buy |
59,808
+52,258
| +692% | +$8.93M | 0.01% | 1424 |
|
|
2020
Q4 | $1.32M | Sell |
7,550
-239
| -3% | -$36.3K | ﹤0.01% | 1880 |
|
|
2020
Q3 | $1.01M | Sell |
7,789
-1,392
| -15% | -$167K | ﹤0.01% | 1873 |
|
|
2020
Q2 | $1.02M | Buy |
9,181
+3,413
| +59% | +$332K | ﹤0.01% | 1828 |
|
|
2020
Q1 | $441K | Sell |
5,768
-199
| -3% | -$14.2K | ﹤0.01% | 1880 |
|
|
2019
Q4 | $391K | Sell |
5,967
-52,435
| -90% | -$3.21M | ﹤0.01% | 1997 |
|
|
2019
Q3 | $3.14M | Buy |
58,402
+5,294
| +10% | +$298K | ﹤0.01% | 1644 |
|
|
2019
Q2 | $2.72M | Buy |
53,108
+43,993
| +483% | +$2.23M | ﹤0.01% | 1677 |
|
|
2019
Q1 | $482K | Buy |
9,115
+79
| +0.9% | +$4.02K | ﹤0.01% | 1951 |
|
|
2018
Q4 | $395K | Sell |
9,036
-4,146
| -31% | -$167K | ﹤0.01% | 1965 |
|
|
2018
Q3 | $576K | Buy |
13,182
+2,417
| +22% | +$99.7K | ﹤0.01% | 1939 |
|
|
2018
Q2 | $372K | Buy |
+10,765
| New | +$348K | ﹤0.01% | 2024 |
|
|
2017
Q3 | – | Sell |
-10,162
| Closed | -$219K | – | 2216 |
|
|
2017
Q2 | $219K | Buy |
+10,162
| New | +$208K | ﹤0.01% | 2116 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
