Cerity Partners’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 | $3.24M | Buy |
152,878
+26,323
| +21% | +$558K | 0.01% | 1004 |
|
2025
Q1 | $2.46M | Buy |
126,555
+22,852
| +22% | +$444K | 0.01% | 1014 |
|
2024
Q4 | $1.95M | Sell |
103,703
-10,826
| -9% | -$203K | ﹤0.01% | 1118 |
|
2024
Q3 | $1.78M | Buy |
114,529
+35,479
| +45% | +$551K | ﹤0.01% | 1144 |
|
2024
Q2 | $1.25M | Buy |
79,050
+26,678
| +51% | +$421K | ﹤0.01% | 1122 |
|
2024
Q1 | $807K | Buy |
+52,372
| New | +$807K | ﹤0.01% | 1371 |
|
2023
Q2 | – | Sell |
-7,450
| Closed | -$2.07M | – | 1750 |
|
2023
Q1 | $2.07M | Buy |
+7,450
| New | +$2.07M | ﹤0.01% | 713 |
|