Avantax Advisory Services’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 | $342K | Buy |
16,142
+4,871
| +43% | +$103K | ﹤0.01% | 1817 |
|
2025
Q1 | $219K | Buy |
+11,271
| New | +$219K | ﹤0.01% | 2051 |
|
2024
Q1 | – | Sell |
-13,623
| Closed | -$193K | – | 1674 |
|
2023
Q4 | $193K | Sell |
13,623
-472
| -3% | -$6.68K | ﹤0.01% | 1481 |
|
2023
Q3 | $155K | Buy |
14,095
+633
| +5% | +$6.98K | ﹤0.01% | 1458 |
|
2023
Q2 | $152K | Buy |
13,462
+70
| +0.5% | +$789 | ﹤0.01% | 1422 |
|
2023
Q1 | $238K | Buy |
13,392
+46
| +0.3% | +$818 | ﹤0.01% | 1279 |
|
2022
Q4 | $327K | Buy |
13,346
+52
| +0.4% | +$1.27K | ﹤0.01% | 1059 |
|
2022
Q3 | $304K | Sell |
13,294
-67
| -0.5% | -$1.53K | ﹤0.01% | 1003 |
|
2022
Q2 | $292K | Buy |
13,361
+356
| +3% | +$7.78K | ﹤0.01% | 1023 |
|
2022
Q1 | $305K | Buy |
+13,005
| New | +$305K | ﹤0.01% | 989 |
|
2021
Q2 | – | Sell |
-16,946
| Closed | -$284K | – | 1145 |
|
2021
Q1 | $284K | Buy |
+16,946
| New | +$284K | 0.01% | 830 |
|
2020
Q4 | – | Sell |
-13,906
| Closed | -$132K | – | 1072 |
|
2020
Q3 | $132K | Buy |
+13,906
| New | +$132K | ﹤0.01% | 1279 |
|