TFC Financial Management’s FIVE9 FIVN Stock Holding History

TFC Financial Management’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$436	Hold
2025 Q2	$477	Buy
2023 Q4	–	Sell
2023 Q3	$322	Hold
2023 Q2	$413	Buy