Equitable Trust’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 | $434K | Hold |
20,483
| – | – | 0.02% | 328 |
|
2025
Q1 | $398K | Hold |
20,483
| – | – | 0.02% | 350 |
|
2024
Q4 | $413K | Hold |
20,483
| – | – | 0.02% | 357 |
|
2024
Q3 | $318K | Hold |
20,483
| – | – | 0.02% | 382 |
|
2024
Q2 | $323K | Sell |
20,483
-2,500
| -11% | -$39.4K | 0.02% | 371 |
|
2024
Q1 | $354K | Buy |
22,983
+2,500
| +12% | +$38.5K | 0.02% | 351 |
|
2023
Q4 | $290K | Hold |
20,483
| – | – | 0.02% | 358 |
|
2023
Q3 | $226K | Hold |
20,483
| – | – | 0.02% | 380 |
|
2023
Q2 | $231K | Buy |
20,483
+1,262
| +7% | +$14.2K | 0.02% | 376 |
|
2023
Q1 | $342K | Buy |
19,221
+4,982
| +35% | +$88.6K | 0.03% | 316 |
|
2022
Q4 | $349K | Buy |
+14,239
| New | +$349K | 0.03% | 316 |
|
2022
Q2 | – | Sell |
-8,522
| Closed | -$200K | – | 402 |
|
2022
Q1 | $200K | Buy |
+8,522
| New | +$200K | 0.01% | 387 |
|