TFC Financial Management’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$477	Buy	+18	New	+$477	﹤0.01%	694
2023 Q4	–	Sell	-5	Closed	-$322	–	685
2023 Q3	$322	Hold	5	–	–	﹤0.01%	657
2023 Q2	$413	Buy	+5	New	+$413	﹤0.01%	601