Cary Street Partners Investment Advisory’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 | $2.95K | Buy |
139
+40
| +40% | +$848 | ﹤0.01% | 556 |
|
|
2025
Q1 | $1.92K | Buy |
+99
| New | +$1.92K | ﹤0.01% | 543 |
|
|
2024
Q4 | – | Sell |
-18,557
| Closed | -$288K | – | 576 |
|
|
2024
Q3 | $288K | Buy |
18,557
+18
| +0.1% | +$280 | 0.01% | 632 |
|
|
2024
Q2 | $292K | Buy |
18,539
+4
| +0% | +$63 | 0.01% | 602 |
|
|
2024
Q1 | $285K | Hold |
18,535
| – | – | 0.01% | 571 |
|
|
2023
Q4 | $262K | Hold |
18,535
| – | – | 0.01% | 554 |
|
|
2023
Q3 | $204K | Buy |
18,535
+4,985
| +37% | +$54.9K | 0.01% | 549 |
|
|
2023
Q2 | $153K | Hold |
13,550
| – | – | 0.01% | 578 |
|
|
2023
Q1 | $241K | Hold |
13,550
| – | – | 0.02% | 439 |
|
|
2022
Q4 | $332K | Sell |
13,550
-1,885
| -12% | -$46.2K | 0.02% | 388 |
|
|
2022
Q3 | $353K | Buy |
15,435
+636
| +4% | +$14.5K | 0.03% | 364 |
|
|
2022
Q2 | $324K | Sell |
14,799
-861
| -5% | -$18.9K | 0.03% | 349 |
|
|
2022
Q1 | $370K | Buy |
15,660
+2,110
| +16% | +$49.9K | 0.1% | 180 |
|
|
2021
Q4 | $221K | Buy |
13,550
+500
| +4% | +$8.16K | 0.06% | 241 |
|
|
2021
Q3 | $213K | Sell |
13,050
-250
| -2% | -$4.08K | 0.07% | 228 |
|
|
2021
Q2 | $230K | Buy |
13,300
+12,800
| +2,560% | +$221K | 0.07% | 217 |
|
|
2021
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 305 |
|
|
2020
Q4 | – | Sell |
-14,550
| Closed | -$137K | – | 521 |
|
|
2020
Q3 | $137K | Buy |
+14,550
| New | +$137K | 0.03% | 323 |
|