Steward Partners Investment Advisory’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Hold |
2,191
| – | – | ﹤0.01% | 2399 |
|
|
2025
Q1 | $59.5K | Buy |
2,191
+858
| +64% | +$23.3K | ﹤0.01% | 2294 |
|
|
2024
Q4 | $54.2K | Buy |
1,333
+1,315
| +7,306% | +$53.4K | ﹤0.01% | 2293 |
|
|
2024
Q3 | $517 | Buy |
+18
| New | +$517 | ﹤0.01% | 3595 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 3272 |
|
|
2022
Q2 | $1K | Sell |
8
-14
| -64% | -$1.75K | ﹤0.01% | 3111 |
|
|
2022
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤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% | -$102K | 0.01% | 1022 |
|
|
2021
Q1 | $431K | Buy |
2,759
+1,059
| +62% | +$166K | 0.01% | 942 |
|
|
2020
Q4 | $296K | Buy |
1,700
+200
| +13% | +$34.8K | 0.01% | 918 |
|
|
2020
Q3 | $195K | Buy |
1,500
+1,400
| +1,400% | +$182K | ﹤0.01% | 949 |
|
|
2020
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 1996 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$10K | – | 2662 |
|
|
2019
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1975 |
|