EP Wealth Advisors’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
$340K Sell
16,016
-1,379
-8% -$29.2K ﹤0.01% 945
2025
Q1
$338K Buy
17,395
+5,644
+48% +$110K ﹤0.01% 857
2024
Q4
$237K Buy
11,751
+3
+0% +$60 ﹤0.01% 981
2024
Q3
$182K Buy
+11,748
New +$182K ﹤0.01% 1069