Schechter Investment Advisors’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $223K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $498K | Hold |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $326K | Hold |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $753K | Buy |
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