Segall Bryant & Hamill’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.67M | Buy |
110,056
+25,983
| +31% | +$452K | 0.02% | 434 |
|
|
2025
Q4 | $1.69M | Sell |
84,073
-413,937
| -83% | -$8.79M | 0.02% | 457 |
|
|
2025
Q3 | $12.1M | Sell |
498,010
-197,739
| -28% | -$5.23M | 0.16% | 203 |
|
|
2025
Q2 | $18.4M | Sell |
695,749
-67,561
| -9% | -$1.76M | 0.26% | 130 |
|
|
2025
Q1 | $20.7M | Buy |
763,310
+547,794
| +254% | +$20.1M | 0.32% | 100 |
|
|
2024
Q4 | $8.76M | Buy |
215,516
+87,099
| +68% | +$3.14M | 0.12% | 245 |
|
|
2024
Q3 | $3.69M | Sell |
128,417
-54,298
| -30% | -$1.96M | 0.05% | 371 |
|
|
2024
Q2 | $8.06M | Buy |
182,715
+33,348
| +22% | +$1.73M | 0.14% | 219 |
|
|
2024
Q1 | $9.28M | Buy |
149,367
+14,113
| +10% | +$981K | 0.17% | 197 |
|
|
2023
Q4 | $10.6M | Buy |
+135,254
| New | +$9.42M | 0.21% | 177 |
|
|
2022
Q4 | – | Sell |
-20,476
| Closed | -$1.53M | – | 719 |
|
|
2022
Q3 | $1.53M | Sell |
20,476
-28,185
| -58% | -$2.74M | 0.02% | 451 |
|
|
2022
Q2 | $4.43M | Sell |
48,661
-1,014
| -2% | -$103K | 0.05% | 336 |
|
|
2022
Q1 | $5.49M | Buy |
49,675
+1,384
| +3% | +$161K | 0.05% | 318 |
|
|
2021
Q4 | $6.63M | Buy |
48,291
+33,278
| +222% | +$4.92M | 0.06% | 269 |
|
|
2021
Q3 | $2.4M | Sell |
15,013
-29,351
| -66% | -$5.36M | 0.02% | 444 |
|
|
2021
Q2 | $8.14M | Sell |
44,364
-6,198
| -12% | -$1.07M | 0.08% | 243 |
|
|
2021
Q1 | $7.91M | Sell |
50,562
-19,699
| -28% | -$3.37M | 0.08% | 249 |
|
|
2020
Q4 | $12.2M | Sell |
70,261
-48,107
| -41% | -$7.32M | 0.14% | 171 |
|
|
2020
Q3 | $15.3M | Sell |
118,368
-6,615
| -5% | -$796K | 0.21% | 116 |
|
|
2020
Q2 | $13.8M | Sell |
124,983
-79,006
| -39% | -$7.69M | 0.23% | 103 |
|
|
2020
Q1 | $15.6M | Buy |
203,989
+367
| +0.2% | +$26.2K | 0.32% | 76 |
|
|
2019
Q4 | $13.4M | Buy |
203,622
+12,368
| +6% | +$757K | 0.21% | 116 |
|
|
2019
Q3 | $10.3M | Buy |
191,254
+46,417
| +32% | +$2.61M | 0.16% | 163 |
|
|
2019
Q2 | $7.43M | Buy |
+144,837
| New | +$7.35M | 0.11% | 213 |
|
Other funds holding FIVN
VPM
VC
AFM
VBA
VCM
