Summit Securities Group’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-155
| Closed | -$4.21K | – | 1044 |
|
|
2025
Q1 | $4.21K | Buy |
+155
| New | +$4.21K | ﹤0.01% | 489 |
|
|
2024
Q3 | – | Sell |
-89
| Closed | -$4K | – | 555 |
|
|
2024
Q2 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 386 |
|
|
2023
Q3 | – | Sell |
-28,500
| Closed | -$2.35M | – | 565 |
|
|
2023
Q2 | $2.35M | Buy |
+28,500
| New | +$2.35M | 0.31% | 20 |
|
|
2023
Q1 | – | Sell |
-250,000
| Closed | -$17M | – | 797 |
|
|
2022
Q4 | $17M | Buy |
+250,000
| New | +$17M | 0.64% | 6 |
|
|
2022
Q2 | – | Sell |
-49,501
| Closed | -$5.47M | – | 790 |
|
|
2022
Q1 | $5.47M | Buy |
49,501
+301
| +0.6% | +$33.2K | 0.61% | 14 |
|
|
2021
Q4 | $6.76M | Buy |
49,200
+9,536
| +24% | +$1.31M | 0.32% | 28 |
|
|
2021
Q3 | $6.34M | Buy |
+39,664
| New | +$6.34M | 0.49% | 12 |
|
|
2021
Q2 | – | Sell |
-2,978
| Closed | -$466K | – | 380 |
|
|
2021
Q1 | $466K | Buy |
+2,978
| New | +$466K | 0.05% | 147 |
|