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