Compass Wealth Management’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 | – | Sell |
-1,500
| Closed | -$29.1K | – | 234 |
|
2025
Q1 | $29.1K | Hold |
1,500
| – | – | 0.01% | 302 |
|
2024
Q4 | $30.2K | Hold |
1,500
| – | – | 0.01% | 292 |
|
2024
Q3 | $23.3K | Hold |
1,500
| – | – | 0.01% | 316 |
|
2024
Q2 | $23.7K | Hold |
1,500
| – | – | 0.01% | 316 |
|
2024
Q1 | $23.1K | Hold |
1,500
| – | – | 0.01% | 310 |
|
2023
Q4 | $21.2K | Hold |
1,500
| – | – | 0.01% | 309 |
|
2023
Q3 | $16.5K | Hold |
1,500
| – | – | 0.01% | 327 |
|
2023
Q2 | $16.9K | Buy |
+1,500
| New | +$16.9K | 0.01% | 339 |
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$49K | – | 416 |
|
2022
Q4 | $49K | Buy |
+2,000
| New | +$49K | 0.02% | 232 |
|