Schechter Investment Advisors’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,492
| Closed | -$223K | – | 651 |
|
|
2024
Q4 | $223K | Buy |
+5,492
| New | +$223K | 0.02% | 550 |
|
|
2024
Q3 | – | Sell |
-5,534
| Closed | -$244K | – | 686 |
|
|
2024
Q2 | $244K | Sell |
5,534
-1,050
| -16% | -$46.3K | 0.02% | 515 |
|
|
2024
Q1 | $409K | Buy |
6,584
+471
| +8% | +$29.3K | 0.03% | 424 |
|
|
2023
Q4 | $481K | Sell |
6,113
-206
| -3% | -$16.2K | 0.04% | 358 |
|
|
2023
Q3 | $406K | Buy |
6,319
+273
| +5% | +$17.6K | 0.04% | 386 |
|
|
2023
Q2 | $498K | Hold |
6,046
| – | – | 0.04% | 388 |
|
|
2023
Q1 | $437K | Buy |
6,046
+1,238
| +26% | +$89.5K | 0.04% | 441 |
|
|
2022
Q4 | $326K | Hold |
4,808
| – | – | 0.03% | 609 |
|
|
2022
Q3 | $361K | Sell |
4,808
-180
| -4% | -$13.5K | 0.04% | 623 |
|
|
2022
Q2 | $454K | Buy |
4,988
+180
| +4% | +$16.4K | 0.04% | 559 |
|
|
2022
Q1 | $531K | Sell |
4,808
-673
| -12% | -$74.3K | 0.05% | 507 |
|
|
2021
Q4 | $753K | Buy |
+5,481
| New | +$753K | 0.07% | 388 |
|