Principal Securities’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.8K	Buy	1,353 +1,271	+1,550%	+$33.7K	﹤0.01%	2037
2025 Q1	$3.33K	Hold	82	–	–	﹤0.01%	2910
2024 Q4	$3.33K	Buy	82 +59	+257%	+$2.4K	﹤0.01%	2906
2024 Q3	$661	Hold	23	–	–	﹤0.01%	3228
2024 Q2	$1.01K	Buy	+23	New	+$1.01K	﹤0.01%	3068