Diversified Trust’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
Q3 | $215K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $164K | Hold |
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|
2021
Q2 | $175K | Sell |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $137K | Sell |
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|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $582K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $816K | Sell |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $179K | Hold |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $215K | Sell |
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|
2017
Q1 | $251K | Hold |
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|
2016
Q4 | $271K | Buy |
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|
2016
Q3 | $206K | Sell |
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|
2016
Q2 | $205K | Hold |
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|
2016
Q1 | $196K | Hold |
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|
2015
Q4 | $217K | Hold |
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|
2015
Q3 | $212K | Hold |
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|
2015
Q2 | $234K | Sell |
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|
2015
Q1 | $435K | Sell |
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|
2014
Q4 | $413K | Buy |
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|
2014
Q2 | $361K | Buy |
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|
2013
Q4 | $796K | Buy |
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|
2013
Q3 | $674K | Sell |
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|
2013
Q2 | $702K | Buy |
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