Bartlett & Co’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-235
| Closed | -$5K | – | 1110 |
|
2022
Q3 | $5K | Hold |
235
| – | – | ﹤0.01% | 916 |
|
2022
Q2 | $5K | Hold |
235
| – | – | ﹤0.01% | 1004 |
|
2022
Q1 | $6K | Buy |
+235
| New | +$6K | ﹤0.01% | 888 |
|
2019
Q3 | $72K | Hold |
4,442
| – | – | ﹤0.01% | 445 |
|
2019
Q2 | $66K | Hold |
4,442
| – | – | ﹤0.01% | 386 |
|
2019
Q1 | $62K | Hold |
4,442
| – | – | ﹤0.01% | 389 |
|
2018
Q4 | $58K | Sell |
4,442
-71
| -2% | -$927 | ﹤0.01% | 388 |
|
2018
Q3 | $78K | Hold |
4,513
| – | – | ﹤0.01% | 359 |
|
2018
Q2 | $81K | Sell |
4,513
-2,221
| -33% | -$39.9K | ﹤0.01% | 353 |
|
2018
Q1 | $127K | Sell |
6,734
-2,222
| -25% | -$41.9K | 0.01% | 297 |
|
2017
Q4 | $179K | Buy |
+8,956
| New | +$179K | 0.01% | 262 |
|
2013
Q3 | – | Sell |
-295
| Closed | -$3K | – | 838 |
|
2013
Q2 | $3K | Buy |
+295
| New | +$3K | ﹤0.01% | 683 |
|