Regal Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
15,207
+44
| +0.3% | +$1.17K | 0.03% | 373 |
|
|
2025
Q1 | $412K | Buy |
+15,163
| New | +$412K | 0.03% | 355 |
|
|
2024
Q3 | – | Sell |
-6,292
| Closed | -$277K | – | 524 |
|
|
2024
Q2 | $277K | Sell |
6,292
-123
| -2% | -$5.42K | 0.02% | 480 |
|
|
2024
Q1 | $398K | Buy |
6,415
+394
| +7% | +$24.5K | 0.03% | 403 |
|
|
2023
Q4 | $474K | Buy |
+6,021
| New | +$474K | 0.04% | 336 |
|
|
2023
Q3 | – | Sell |
-2,891
| Closed | -$238K | – | 510 |
|
|
2023
Q2 | $238K | Sell |
2,891
-1,358
| -32% | -$112K | 0.02% | 447 |
|
|
2023
Q1 | $307K | Buy |
+4,249
| New | +$307K | 0.03% | 386 |
|