AE Wealth Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
20,647
-436,289
| -95% | -$9.25M | ﹤0.01% | 973 |
|
|
2025
Q1 | $8.87M | Buy |
456,936
+441,970
| +2,953% | +$8.58M | 0.07% | 253 |
|
|
2024
Q4 | $301K | Sell |
14,966
-227,459
| -94% | -$4.58M | ﹤0.01% | 1103 |
|
|
2024
Q3 | $3.76M | Buy |
242,425
+7,620
| +3% | +$118K | 0.03% | 387 |
|
|
2024
Q2 | $3.7M | Buy |
+234,805
| New | +$3.7M | 0.04% | 393 |
|
|
2024
Q1 | – | Sell |
-43,479
| Closed | -$637K | – | 1432 |
|
|
2023
Q4 | $637K | Buy |
43,479
+11,169
| +35% | +$164K | ﹤0.01% | 1319 |
|
|
2023
Q3 | $356K | Buy |
32,310
+13,285
| +70% | +$146K | ﹤0.01% | 1528 |
|
|
2023
Q2 | $214K | Buy |
19,025
+2,383
| +14% | +$26.9K | ﹤0.01% | 1715 |
|
|
2023
Q1 | $296K | Sell |
16,642
-6,708
| -29% | -$119K | ﹤0.01% | 1559 |
|
|
2022
Q4 | $572K | Sell |
23,350
-962
| -4% | -$23.6K | ﹤0.01% | 1239 |
|
|
2022
Q3 | $557K | Sell |
24,312
-4,691
| -16% | -$107K | ﹤0.01% | 1199 |
|
|
2022
Q2 | $634K | Sell |
29,003
-4,018
| -12% | -$87.8K | 0.01% | 1077 |
|
|
2022
Q1 | $776K | Sell |
33,021
-1,504
| -4% | -$35.3K | 0.01% | 1021 |
|
|
2021
Q4 | $564K | Sell |
34,525
-2,694
| -7% | -$44K | ﹤0.01% | 1212 |
|
|
2021
Q3 | $606K | Buy |
37,219
+5,277
| +17% | +$85.9K | 0.01% | 1084 |
|
|
2021
Q2 | $552K | Sell |
31,942
-72,440
| -69% | -$1.25M | ﹤0.01% | 1110 |
|
|
2021
Q1 | $1.77M | Sell |
104,382
-22,922
| -18% | -$388K | 0.02% | 604 |
|
|
2020
Q4 | $1.62M | Sell |
127,304
-82,847
| -39% | -$1.06M | 0.02% | 553 |
|
|
2020
Q3 | $1.98M | Buy |
+210,151
| New | +$1.98M | 0.03% | 419 |
|
|
2019
Q4 | – | Sell |
-58,199
| Closed | -$943K | – | 1138 |
|
|
2019
Q3 | $943K | Hold |
58,199
| – | – | 0.03% | 462 |
|
|
2019
Q2 | $869K | Hold |
58,199
| – | – | 0.03% | 444 |
|
|
2019
Q1 | $814K | Sell |
58,199
-131
| -0.2% | -$1.83K | 0.06% | 242 |
|
|
2018
Q4 | $768K | Buy |
58,330
+332
| +0.6% | +$4.37K | 0.13% | 181 |
|
|
2018
Q3 | $1M | Buy |
57,998
+7
| +0% | +$121 | 0.06% | 212 |
|
|
2018
Q2 | $1.04M | Buy |
57,991
+90
| +0.2% | +$1.61K | 0.07% | 165 |
|
|
2018
Q1 | $1.09M | Buy |
+57,901
| New | +$1.09M | 0.08% | 147 |
|