Raymond James Financial Services Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,377
| Closed | -$464K | – | 3289 |
|
|
2021
Q4 | $464K | Buy |
3,377
+503
| +18% | +$69.1K | ﹤0.01% | 2418 |
|
|
2021
Q3 | $459K | Sell |
2,874
-1,334
| -32% | -$213K | ﹤0.01% | 2416 |
|
|
2021
Q2 | $772K | Buy |
4,208
+127
| +3% | +$23.3K | ﹤0.01% | 2116 |
|
|
2021
Q1 | $638K | Sell |
4,081
-321
| -7% | -$50.2K | ﹤0.01% | 2136 |
|
|
2020
Q4 | $768K | Buy |
4,402
+355
| +9% | +$61.9K | ﹤0.01% | 1874 |
|
|
2020
Q3 | $525K | Buy |
+4,047
| New | +$525K | ﹤0.01% | 1934 |
|