Stifel Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
26,513
+3,250
| +14% | +$86.1K | ﹤0.01% | 2559 |
|
|
2025
Q1 | $632K | Sell |
23,263
-775
| -3% | -$21K | ﹤0.01% | 2532 |
|
|
2024
Q4 | $977K | Buy |
24,038
+11,449
| +91% | +$465K | ﹤0.01% | 2260 |
|
|
2024
Q3 | $362K | Sell |
12,589
-748
| -6% | -$21.5K | ﹤0.01% | 2866 |
|
|
2024
Q2 | $588K | Sell |
13,337
-22,098
| -62% | -$975K | ﹤0.01% | 2526 |
|
|
2024
Q1 | $2.2M | Sell |
35,435
-1,445
| -4% | -$89.7K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $2.9M | Buy |
36,880
+2,714
| +8% | +$214K | ﹤0.01% | 1426 |
|
|
2023
Q3 | $2.2M | Sell |
34,166
-385
| -1% | -$24.8K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $2.85M | Sell |
34,551
-4,640
| -12% | -$383K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $2.83M | Buy |
39,191
+23,470
| +149% | +$1.7M | ﹤0.01% | 1351 |
|
|
2022
Q4 | $1.07M | Sell |
15,721
-491
| -3% | -$33.3K | ﹤0.01% | 1953 |
|
|
2022
Q3 | $1.22M | Sell |
16,212
-1,454
| -8% | -$109K | ﹤0.01% | 1823 |
|
|
2022
Q2 | $1.61M | Buy |
17,666
+4,744
| +37% | +$432K | ﹤0.01% | 1646 |
|
|
2022
Q1 | $1.43M | Buy |
12,922
+1,468
| +13% | +$162K | ﹤0.01% | 1876 |
|
|
2021
Q4 | $1.57M | Sell |
11,454
-322
| -3% | -$44.2K | ﹤0.01% | 1800 |
|
|
2021
Q3 | $1.88M | Sell |
11,776
-2,764
| -19% | -$441K | ﹤0.01% | 1621 |
|
|
2021
Q2 | $2.67M | Buy |
14,540
+759
| +6% | +$139K | ﹤0.01% | 1419 |
|
|
2021
Q1 | $2.16M | Sell |
13,781
-1,398
| -9% | -$219K | ﹤0.01% | 1468 |
|
|
2020
Q4 | $2.65M | Sell |
15,179
-1,250
| -8% | -$218K | ﹤0.01% | 1211 |
|
|
2020
Q3 | $2.13M | Sell |
16,429
-2,679
| -14% | -$347K | ﹤0.01% | 1182 |
|
|
2020
Q2 | $2.12M | Sell |
19,108
-4,244
| -18% | -$470K | ﹤0.01% | 1121 |
|
|
2020
Q1 | $1.83M | Sell |
23,352
-212,055
| -90% | -$16.6M | 0.01% | 1082 |
|
|
2019
Q4 | $15.5M | Sell |
235,407
-77,271
| -25% | -$5.08M | 0.03% | 444 |
|
|
2019
Q3 | $16.8M | Sell |
312,678
-66,434
| -18% | -$3.57M | 0.04% | 374 |
|
|
2019
Q2 | $19.4M | Sell |
379,112
-7,242
| -2% | -$371K | 0.05% | 329 |
|
|
2019
Q1 | $20.4M | Sell |
386,354
-5,257
| -1% | -$278K | 0.06% | 304 |
|
|
2018
Q4 | $17.1M | Buy |
391,611
+126,159
| +48% | +$5.52M | 0.06% | 320 |
|
|
2018
Q3 | $11.6M | Sell |
265,452
-13,177
| -5% | -$576K | 0.03% | 476 |
|
|
2018
Q2 | $9.65M | Buy |
+278,629
| New | +$9.65M | 0.03% | 554 |
|