Truist Financial’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,272
| Closed | -$403K | – | 2651 |
|
2023
Q3 | $403K | Sell |
6,272
-4,257
| -40% | -$274K | ﹤0.01% | 2025 |
|
2023
Q2 | $868K | Sell |
10,529
-297
| -3% | -$24.5K | ﹤0.01% | 1648 |
|
2023
Q1 | $783K | Buy |
10,826
+71
| +0.7% | +$5.13K | ﹤0.01% | 1687 |
|
2022
Q4 | $730K | Buy |
10,755
+2,424
| +29% | +$164K | ﹤0.01% | 1719 |
|
2022
Q3 | $625K | Buy |
8,331
+2,767
| +50% | +$208K | ﹤0.01% | 1705 |
|
2022
Q2 | $508K | Sell |
5,564
-248
| -4% | -$22.6K | ﹤0.01% | 1886 |
|
2022
Q1 | $641K | Sell |
5,812
-558
| -9% | -$61.5K | ﹤0.01% | 1852 |
|
2021
Q4 | $875K | Buy |
6,370
+2,634
| +71% | +$362K | ﹤0.01% | 1692 |
|
2021
Q3 | $596K | Sell |
3,736
-3,521
| -49% | -$562K | ﹤0.01% | 1883 |
|
2021
Q2 | $1.33M | Buy |
7,257
+1,992
| +38% | +$365K | ﹤0.01% | 1475 |
|
2021
Q1 | $823K | Buy |
5,265
+1,037
| +25% | +$162K | ﹤0.01% | 1691 |
|
2020
Q4 | $737K | Sell |
4,228
-2,471
| -37% | -$431K | ﹤0.01% | 1649 |
|
2020
Q3 | $869K | Sell |
6,699
-6,401
| -49% | -$830K | ﹤0.01% | 1425 |
|
2020
Q2 | $1.45M | Sell |
13,100
-6,554
| -33% | -$725K | ﹤0.01% | 1151 |
|
2020
Q1 | $1.5M | Sell |
19,654
-3,565
| -15% | -$273K | ﹤0.01% | 1091 |
|
2019
Q4 | $1.52M | Buy |
+23,219
| New | +$1.52M | ﹤0.01% | 1246 |
|