Burney Company’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,509
| Closed | -$187K | – | 579 |
|
|
2023
Q1 | $187K | Sell |
10,509
-70
| -0.7% | -$1.25K | 0.01% | 545 |
|
|
2022
Q4 | $259K | Sell |
10,579
-861
| -8% | -$21.1K | 0.01% | 497 |
|
|
2022
Q3 | $262K | Buy |
11,440
+873
| +8% | +$20K | 0.01% | 492 |
|
|
2022
Q2 | $231K | Sell |
10,567
-6,537
| -38% | -$143K | 0.01% | 503 |
|
|
2022
Q1 | $402K | Hold |
17,104
| – | – | 0.02% | 451 |
|
|
2021
Q4 | $279K | Buy |
17,104
+70
| +0.4% | +$1.14K | 0.01% | 507 |
|
|
2021
Q3 | $277K | Hold |
17,034
| – | – | 0.01% | 492 |
|
|
2021
Q2 | $294K | Hold |
17,034
| – | – | 0.01% | 499 |
|
|
2021
Q1 | $288K | Buy |
17,034
+540
| +3% | +$9.13K | 0.01% | 481 |
|
|
2020
Q4 | $210K | Sell |
16,494
-38,858
| -70% | -$495K | 0.01% | 504 |
|
|
2020
Q3 | $522K | Sell |
55,352
-1,755
| -3% | -$16.6K | 0.03% | 349 |
|
|
2020
Q2 | $569K | Buy |
57,107
+3,496
| +7% | +$34.8K | 0.04% | 325 |
|
|
2020
Q1 | $432K | Buy |
53,611
+5,949
| +12% | +$47.9K | 0.03% | 315 |
|
|
2019
Q4 | $789K | Buy |
+47,662
| New | +$789K | 0.04% | 295 |
|