SEI Investments’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
44,083
-6,892
| -14% | -$183K | ﹤0.01% | 1857 |
|
|
2025
Q1 | $1.38M | Buy |
50,975
+17,655
| +53% | +$479K | ﹤0.01% | 1780 |
|
|
2024
Q4 | $1.35M | Sell |
33,320
-51,854
| -61% | -$2.11M | ﹤0.01% | 1821 |
|
|
2024
Q3 | $2.45M | Sell |
85,174
-139,981
| -62% | -$4.02M | ﹤0.01% | 1602 |
|
|
2024
Q2 | $9.93M | Buy |
225,155
+32,946
| +17% | +$1.45M | 0.01% | 920 |
|
|
2024
Q1 | $11.9M | Buy |
192,209
+9,816
| +5% | +$610K | 0.02% | 835 |
|
|
2023
Q4 | $14.4M | Sell |
182,393
-68,200
| -27% | -$5.37M | 0.02% | 719 |
|
|
2023
Q3 | $16.1M | Sell |
250,593
-11,521
| -4% | -$741K | 0.03% | 625 |
|
|
2023
Q2 | $21.6M | Buy |
262,114
+76,883
| +42% | +$6.34M | 0.04% | 533 |
|
|
2023
Q1 | $13.4M | Buy |
185,231
+35,735
| +24% | +$2.58M | 0.02% | 700 |
|
|
2022
Q4 | $10.1M | Sell |
149,496
-140,057
| -48% | -$9.5M | 0.02% | 729 |
|
|
2022
Q3 | $21.7M | Buy |
289,553
+21,081
| +8% | +$1.58M | 0.05% | 428 |
|
|
2022
Q2 | $24.4M | Buy |
268,472
+187,563
| +232% | +$17M | 0.05% | 399 |
|
|
2022
Q1 | $8.87M | Buy |
80,909
+5,358
| +7% | +$587K | 0.02% | 820 |
|
|
2021
Q4 | $10.3M | Buy |
75,551
+54,989
| +267% | +$7.53M | 0.02% | 776 |
|
|
2021
Q3 | $3.2M | Sell |
20,562
-59,832
| -74% | -$9.31M | 0.01% | 1303 |
|
|
2021
Q2 | $14.9M | Sell |
80,394
-7,366
| -8% | -$1.36M | 0.03% | 542 |
|
|
2021
Q1 | $13.9M | Buy |
87,760
+33,529
| +62% | +$5.31M | 0.04% | 522 |
|
|
2020
Q4 | $9.45M | Buy |
54,231
+9,220
| +20% | +$1.61M | 0.02% | 658 |
|
|
2020
Q3 | $5.84M | Buy |
45,011
+298
| +0.7% | +$38.6K | 0.02% | 799 |
|
|
2020
Q2 | $4.96M | Sell |
44,713
-13,743
| -24% | -$1.52M | 0.02% | 862 |
|
|
2020
Q1 | $4.47M | Buy |
58,456
+18,260
| +45% | +$1.4M | 0.02% | 811 |
|
|
2019
Q4 | $2.63M | Buy |
40,196
+20,384
| +103% | +$1.34M | 0.01% | 1210 |
|
|
2019
Q3 | $1.07M | Buy |
19,812
+4,155
| +27% | +$224K | ﹤0.01% | 1578 |
|
|
2019
Q2 | $805K | Sell |
15,657
-14,703
| -48% | -$756K | ﹤0.01% | 1669 |
|
|
2019
Q1 | $1.61M | Sell |
30,360
-4,640
| -13% | -$246K | 0.01% | 1394 |
|
|
2018
Q4 | $1.53M | Buy |
35,000
+15,780
| +82% | +$689K | 0.01% | 1393 |
|
|
2018
Q3 | $838K | Sell |
19,220
-39,040
| -67% | -$1.7M | ﹤0.01% | 1519 |
|
|
2018
Q2 | $2.01M | Buy |
58,260
+36,659
| +170% | +$1.27M | 0.01% | 1321 |
|
|
2018
Q1 | $644K | Buy |
21,601
+2,864
| +15% | +$85.4K | ﹤0.01% | 1561 |
|
|
2017
Q4 | $466K | Sell |
18,737
-546
| -3% | -$13.6K | ﹤0.01% | 1690 |
|
|
2017
Q3 | $461K | Buy |
19,283
+5,961
| +45% | +$143K | ﹤0.01% | 1658 |
|
|
2017
Q2 | $287K | Buy |
13,322
+3,871
| +41% | +$83.4K | ﹤0.01% | 1783 |
|
|
2017
Q1 | $156K | Sell |
9,451
-134,062
| -93% | -$2.21M | ﹤0.01% | 1825 |
|
|
2016
Q4 | $2.04M | Buy |
143,513
+102,547
| +250% | +$1.45M | 0.01% | 1138 |
|
|
2016
Q3 | $642K | Sell |
40,966
-52,508
| -56% | -$823K | ﹤0.01% | 1397 |
|
|
2016
Q2 | $1.11M | Buy |
+93,474
| New | +$1.11M | 0.01% | 1150 |
|