Stephens Inc’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,803
| Closed | -$174K | – | 1301 |
|
|
2024
Q1 | $174K | Buy |
2,803
+492
| +21% | +$30.6K | ﹤0.01% | 1181 |
|
|
2023
Q4 | $182K | Sell |
2,311
-542
| -19% | -$42.7K | ﹤0.01% | 1104 |
|
|
2023
Q3 | $183K | Buy |
2,853
+196
| +7% | +$12.6K | ﹤0.01% | 1052 |
|
|
2023
Q2 | $219K | Sell |
2,657
-10
| -0.4% | -$825 | ﹤0.01% | 1031 |
|
|
2023
Q1 | $193K | Buy |
2,667
+380
| +17% | +$27.5K | ﹤0.01% | 1039 |
|
|
2022
Q4 | $155K | Buy |
2,287
+162
| +8% | +$11K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $159K | Buy |
2,125
+122
| +6% | +$9.13K | ﹤0.01% | 1051 |
|
|
2022
Q2 | $183K | Sell |
2,003
-84
| -4% | -$7.67K | ﹤0.01% | 1072 |
|
|
2022
Q1 | $230K | Buy |
2,087
+507
| +32% | +$55.9K | ﹤0.01% | 1119 |
|
|
2021
Q4 | $217K | Buy |
+1,580
| New | +$217K | ﹤0.01% | 1176 |
|
|
2021
Q3 | – | Sell |
-142
| Closed | -$26K | – | 1370 |
|
|
2021
Q2 | $26K | Sell |
142
-17
| -11% | -$3.11K | ﹤0.01% | 1309 |
|
|
2021
Q1 | $25K | Sell |
159
-1,324
| -89% | -$208K | ﹤0.01% | 1274 |
|
|
2020
Q4 | $259K | Buy |
1,483
+169
| +13% | +$29.5K | ﹤0.01% | 991 |
|
|
2020
Q3 | $170K | Hold |
1,314
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q2 | $145K | Hold |
1,314
| – | – | ﹤0.01% | 1019 |
|
|
2020
Q1 | $100K | Sell |
1,314
-180
| -12% | -$13.7K | ﹤0.01% | 979 |
|
|
2019
Q4 | $98K | Sell |
1,494
-62
| -4% | -$4.07K | ﹤0.01% | 1069 |
|
|
2019
Q3 | $84K | Sell |
1,556
-2,140
| -58% | -$116K | ﹤0.01% | 1110 |
|
|
2019
Q2 | $190K | Buy |
3,696
+448
| +14% | +$23K | ﹤0.01% | 1075 |
|
|
2019
Q1 | $172K | Sell |
3,248
-6,621
| -67% | -$351K | ﹤0.01% | 1075 |
|
|
2018
Q4 | $431K | Buy |
9,869
+6,100
| +162% | +$266K | 0.01% | 742 |
|
|
2018
Q3 | $165K | Buy |
+3,769
| New | +$165K | ﹤0.01% | 1081 |
|