Creative Planning’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 | $2.41M | Buy |
113,777
+6,863
| +6% | +$145K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $2.08M | Buy |
106,914
+24,147
| +29% | +$469K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $1.67M | Buy |
82,767
+5,904
| +8% | +$119K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $1.19M | Sell |
76,863
-5,882
| -7% | -$91.3K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $1.3M | Buy |
82,745
+8,263
| +11% | +$130K | ﹤0.01% | 1227 |
|
|
2024
Q1 | $1.15M | Buy |
74,482
+23,934
| +47% | +$369K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $716K | Buy |
50,548
+4,392
| +10% | +$62.2K | ﹤0.01% | 1455 |
|
|
2023
Q3 | $509K | Sell |
46,156
-13,531
| -23% | -$149K | ﹤0.01% | 1559 |
|
|
2023
Q2 | $673K | Sell |
59,687
-10,594
| -15% | -$119K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $1.25M | Sell |
70,281
-12,995
| -16% | -$231K | ﹤0.01% | 966 |
|
|
2022
Q4 | $2.04M | Buy |
83,276
+23,524
| +39% | +$577K | ﹤0.01% | 741 |
|
|
2022
Q3 | $1.37M | Sell |
59,752
-3,229
| -5% | -$73.9K | ﹤0.01% | 822 |
|
|
2022
Q2 | $1.38M | Buy |
62,981
+51,521
| +450% | +$1.13M | ﹤0.01% | 839 |
|
|
2022
Q1 | $269K | Sell |
11,460
-382
| -3% | -$8.97K | ﹤0.01% | 1701 |
|
|
2021
Q4 | $193K | Buy |
11,842
+349
| +3% | +$5.69K | ﹤0.01% | 1879 |
|
|
2021
Q3 | $187K | Buy |
11,493
+82
| +0.7% | +$1.33K | ﹤0.01% | 1869 |
|
|
2021
Q2 | $197K | Sell |
11,411
-726
| -6% | -$12.5K | ﹤0.01% | 1791 |
|
|
2021
Q1 | $205K | Buy |
12,137
+982
| +9% | +$16.6K | ﹤0.01% | 2039 |
|
|
2020
Q4 | $142K | Buy |
11,155
+31
| +0.3% | +$395 | ﹤0.01% | 1925 |
|
|
2020
Q3 | $105K | Buy |
+11,124
| New | +$105K | ﹤0.01% | 1777 |
|
|
2017
Q3 | – | Sell |
-4,782
| Closed | -$83K | – | 2442 |
|
|
2017
Q2 | $83K | Buy |
4,782
+1,362
| +40% | +$23.6K | ﹤0.01% | 2113 |
|
|
2017
Q1 | $63K | Sell |
3,420
-1,248
| -27% | -$23K | ﹤0.01% | 2280 |
|
|
2016
Q4 | $93K | Buy |
4,668
+1
| +0% | +$20 | ﹤0.01% | 1905 |
|
|
2016
Q3 | $71K | Buy |
4,667
+2
| +0% | +$30 | ﹤0.01% | 2080 |
|
|
2016
Q2 | $64K | Buy |
4,665
+1,434
| +44% | +$19.7K | ﹤0.01% | 1958 |
|
|
2016
Q1 | $42K | Buy |
3,231
+1
| +0% | +$13 | ﹤0.01% | 2204 |
|
|
2015
Q4 | $47K | Buy |
3,230
+1,561
| +94% | +$22.7K | ﹤0.01% | 2139 |
|
|
2015
Q3 | $24K | Buy |
+1,669
| New | +$24K | ﹤0.01% | 2568 |
|
|
2015
Q2 | – | Sell |
-1,411
| Closed | -$20K | – | 1665 |
|
|
2015
Q1 | $20K | Sell |
1,411
-357
| -20% | -$5.06K | ﹤0.01% | 2686 |
|
|
2014
Q4 | $24K | Buy |
1,768
+1,135
| +179% | +$15.4K | ﹤0.01% | 2496 |
|
|
2014
Q3 | $8K | Hold |
633
| – | – | ﹤0.01% | 3010 |
|
|
2014
Q2 | $8K | Sell |
633
-4
| -0.6% | -$51 | ﹤0.01% | 2909 |
|
|
2014
Q1 | $8K | Buy |
637
+368
| +137% | +$4.62K | ﹤0.01% | 2792 |
|
|
2013
Q4 | $3K | Sell |
269
-12
| -4% | -$134 | ﹤0.01% | 2995 |
|
|
2013
Q3 | $3K | Buy |
281
+10
| +4% | +$107 | ﹤0.01% | 2877 |
|
|
2013
Q2 | $3K | Buy |
+271
| New | +$3K | ﹤0.01% | 2706 |
|