Steward Partners Investment Advisory’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	$20.6K	Buy	1,361 +208	+18%	+$3.62K	﹤0.01%	3217
2025 Q4	$23.1K	Buy	1,153 +326	+39%	+$6.92K	﹤0.01%	3078
2025 Q3	$20K	Sell	827 -1,364	-62%	-$36.1K	﹤0.01%	3094
2025 Q2	$58K	Hold	2,191	–	–	﹤0.01%	2399
2025 Q1	$59.5K	Buy	2,191 +858	+64%	+$31.5K	﹤0.01%	2294
2024 Q4	$54.2K	Buy	1,333 +1,315	+7,306%	+$47.4K	﹤0.01%	2293
2024 Q3	$517	Buy	+18	New	+$650	﹤0.01%	3595
2022 Q3	–	Sell	-8	Closed	-$1K	–	3272
2022 Q2	$1K	Sell	8 -14	-64%	-$1.42K	﹤0.01%	3111
2022 Q1	$2K	Buy	+22	New	+$2.56K	﹤0.01%	3076
2021 Q4	–	Sell	-2,200	Closed	-$351K	–	3216
2021 Q3	$351K	Hold	2,200	–	–	0.01%	1043
2021 Q2	$403K	Sell	2,200 -559	-20%	-$96.4K	0.01%	1023
2021 Q1	$431K	Buy	2,759 +1,059	+62%	+$181K	0.01%	942
2020 Q4	$296K	Buy	1,700 +200	+13%	+$30.4K	0.01%	918
2020 Q3	$195K	Buy	1,500 +1,400	+1,400%	+$168K	﹤0.01%	949
2020 Q2	$11K	Buy	+100	New	+$9.73K	﹤0.01%	1996
2019 Q3	–	Sell	-200	Closed	-$10K	–	2662
2019 Q2	$10K	Buy	+200	New	+$10.2K	﹤0.01%	1975