Cobblestone Capital Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,450
| Closed | -$203K | – | 280 |
|
|
2023
Q3 | $203K | Buy |
18,450
+114
| +0.6% | +$1.26K | 0.02% | 252 |
|
|
2023
Q2 | $207K | Hold |
18,336
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $326K | Hold |
18,336
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $449K | Hold |
18,336
| – | – | 0.03% | 186 |
|
|
2022
Q3 | $420K | Hold |
18,336
| – | – | 0.04% | 176 |
|
|
2022
Q2 | $401K | Hold |
18,336
| – | – | 0.03% | 178 |
|
|
2022
Q1 | $431K | Hold |
18,336
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $299K | Hold |
18,336
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $299K | Sell |
18,336
-678
| -4% | -$11.1K | 0.02% | 210 |
|
|
2021
Q2 | $329K | Hold |
19,014
| – | – | 0.02% | 209 |
|
|
2021
Q1 | $322K | Hold |
19,014
| – | – | 0.02% | 206 |
|
|
2020
Q4 | $243K | Buy |
19,014
+678
| +4% | +$8.67K | 0.02% | 226 |
|
|
2020
Q3 | $173K | Buy |
+18,336
| New | +$173K | 0.01% | 239 |
|