Alan B. Lancz & Associates’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 | $278K | Hold |
13,100
| – | – | 0.28% | 98 |
|
|
2025
Q1 | $254K | Hold |
13,100
| – | – | 0.27% | 101 |
|
|
2024
Q4 | $264K | Hold |
13,100
| – | – | 0.27% | 99 |
|
|
2024
Q3 | $203K | Hold |
13,100
| – | – | 0.19% | 129 |
|
|
2024
Q2 | $207K | Buy |
+13,100
| New | +$207K | 0.2% | 118 |
|
|
2023
Q4 | $191K | Hold |
13,500
| – | – | 0.2% | 125 |
|
|
2023
Q3 | $149K | Sell |
13,500
-800
| -6% | -$8.82K | 0.17% | 121 |
|
|
2023
Q2 | $161K | Hold |
14,300
| – | – | 0.17% | 126 |
|
|
2023
Q1 | $254K | Hold |
14,300
| – | – | 0.26% | 107 |
|
|
2022
Q4 | $352K | Hold |
14,300
| – | – | 0.36% | 90 |
|
|
2022
Q3 | $327K | Sell |
14,300
-100
| -0.7% | -$2.29K | 0.39% | 81 |
|
|
2022
Q2 | $322K | Sell |
14,400
-200
| -1% | -$4.47K | 0.32% | 96 |
|
|
2022
Q1 | $343K | Hold |
14,600
| – | – | 0.3% | 95 |
|
|
2021
Q4 | $238K | Buy |
+14,600
| New | +$238K | 0.21% | 126 |
|