Creative Planning’s First Horizon FHN Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $2.41M | Buy |  | |||||
| 2025 Q1 | $2.08M | Buy |  | |||||
| 2024 Q4 | $1.67M | Buy |  | |||||
| 2024 Q3 | $1.19M | Sell |  | |||||
| 2024 Q2 | $1.3M | Buy |  | |||||
| 2024 Q1 | $1.15M | Buy |  | |||||
| 2023 Q4 | $716K | Buy |  | |||||
| 2023 Q3 | $509K | Sell |  | |||||
| 2023 Q2 | $673K | Sell |  | |||||
| 2023 Q1 | $1.25M | Sell |  | |||||
| 2022 Q4 | $2.04M | Buy |  | |||||
| 2022 Q3 | $1.37M | Sell |  | |||||
| 2022 Q2 | $1.38M | Buy |  | |||||
| 2022 Q1 | $269K | Sell |  | |||||
| 2021 Q4 | $193K | Buy |  | |||||
| 2021 Q3 | $187K | Buy |  | |||||
| 2021 Q2 | $197K | Sell |  | |||||
| 2021 Q1 | $205K | Buy |  | |||||
| 2020 Q4 | $142K | Buy |  | |||||
| 2020 Q3 | $105K | Buy |  | |||||
| 2017 Q3 | – | Sell |  | |||||
| 2017 Q2 | $83K | Buy |  | |||||
| 2017 Q1 | $63K | Sell |  | |||||
| 2016 Q4 | $93K | Buy |  | |||||
| 2016 Q3 | $71K | Buy |  | |||||
| 2016 Q2 | $64K | Buy |  | |||||
| 2016 Q1 | $42K | Buy |  | |||||
| 2015 Q4 | $47K | Buy |  | |||||
| 2015 Q3 | $24K | Buy |  | |||||
| 2015 Q2 | – | Sell |  | |||||
| 2015 Q1 | $20K | Sell |  | |||||
| 2014 Q4 | $24K | Buy |  | |||||
| 2014 Q3 | $8K | Hold |  | |||||
| 2014 Q2 | $8K | Sell |  | |||||
| 2014 Q1 | $8K | Buy |  | |||||
| 2013 Q4 | $3K | Sell |  | |||||
| 2013 Q3 | $3K | Buy |  | |||||
| 2013 Q2 | $3K | Buy |  |