FHA
First Horizon Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
16,856
-1,032
| -6% | -$281K | 0.12% | 152 |
|
|
2025
Q1 | $4.8M | Sell |
17,888
-1,563
| -8% | -$419K | 0.14% | 146 |
|
|
2024
Q4 | $6.5M | Buy |
19,451
+621
| +3% | +$208K | 0.18% | 129 |
|
|
2024
Q3 | $5.15M | Buy |
18,830
+181
| +1% | +$49.5K | 0.14% | 147 |
|
|
2024
Q2 | $4.79M | Sell |
18,649
-119
| -0.6% | -$30.6K | 0.15% | 143 |
|
|
2024
Q1 | $5.65M | Sell |
18,768
-7,010
| -27% | -$2.11M | 0.17% | 137 |
|
|
2023
Q4 | $6.78M | Sell |
25,778
-1,428
| -5% | -$376K | 0.22% | 126 |
|
|
2023
Q3 | $5.52M | Sell |
27,206
-2,028
| -7% | -$411K | 0.2% | 132 |
|
|
2023
Q2 | $6.18M | Sell |
29,234
-2,616
| -8% | -$553K | 0.21% | 132 |
|
|
2023
Q1 | $6.36M | Sell |
31,850
-10,428
| -25% | -$2.08M | 0.23% | 123 |
|
|
2022
Q4 | $5.61M | Sell |
42,278
-10,552
| -20% | -$1.4M | 0.21% | 138 |
|
|
2022
Q3 | $7.6M | Sell |
52,830
-392
| -0.7% | -$56.4K | 0.3% | 101 |
|
|
2022
Q2 | $8.78M | Buy |
53,222
+6,733
| +14% | +$1.11M | 0.31% | 98 |
|
|
2022
Q1 | $9.87M | Sell |
46,489
-7,302
| -14% | -$1.55M | 0.54% | 54 |
|
|
2021
Q4 | $13.7M | Sell |
53,791
-746
| -1% | -$190K | 0.41% | 75 |
|
|
2021
Q3 | $14.8M | Buy |
54,537
+51,106
| +1,490% | +$13.9M | 0.48% | 60 |
|
|
2021
Q2 | $837K | Buy |
3,431
+915
| +36% | +$223K | 0.05% | 204 |
|
|
2021
Q1 | $533K | Buy |
2,516
+167
| +7% | +$35.4K | 0.03% | 253 |
|
|
2020
Q4 | $522K | Buy |
2,349
+1,435
| +157% | +$319K | 0.04% | 219 |
|
|
2020
Q3 | $229K | Buy |
914
+266
| +41% | +$66.6K | 0.02% | 294 |
|
|
2020
Q2 | $121K | Buy |
648
+26
| +4% | +$4.86K | 0.01% | 367 |
|
|
2020
Q1 | $88K | Buy |
622
+199
| +47% | +$28.2K | 0.01% | 385 |
|
|
2019
Q4 | $67K | Buy |
423
+28
| +7% | +$4.44K | ﹤0.01% | 504 |
|
|
2019
Q3 | $58K | Sell |
395
-314
| -44% | -$46.1K | ﹤0.01% | 518 |
|
|
2019
Q2 | $107K | Sell |
709
-175
| -20% | -$26.4K | 0.01% | 423 |
|
|
2019
Q1 | $139K | Buy |
884
+246
| +39% | +$38.7K | 0.01% | 375 |
|
|
2018
Q4 | $87K | Hold |
638
| – | – | 0.01% | 428 |
|
|
2018
Q3 | $101K | Hold |
638
| – | – | 0.01% | 458 |
|
|
2018
Q2 | $87K | Sell |
638
-5
| -0.8% | -$682 | 0.01% | 473 |
|
|
2018
Q1 | $75K | Sell |
643
-179
| -22% | -$20.9K | 0.01% | 427 |
|
|
2017
Q4 | $86K | Hold |
822
| – | – | 0.01% | 419 |
|
|
2017
Q3 | $77K | Hold |
822
| – | – | 0.01% | 416 |
|
|
2017
Q2 | $72K | Hold |
822
| – | – | 0.01% | 422 |
|
|
2017
Q1 | $69K | Buy |
822
+543
| +195% | +$45.6K | 0.01% | 456 |
|
|
2016
Q4 | $20K | Hold |
279
| – | – | ﹤0.01% | 787 |
|
|
2016
Q3 | $20K | Sell |
279
-36
| -11% | -$2.58K | ﹤0.01% | 780 |
|
|
2016
Q2 | $25K | Hold |
315
| – | – | ﹤0.01% | 703 |
|
|
2016
Q1 | $23K | Hold |
315
| – | – | ﹤0.01% | 757 |
|
|
2015
Q4 | $24K | Sell |
315
-165
| -34% | -$12.6K | ﹤0.01% | 673 |
|
|
2015
Q3 | $33K | Buy |
480
+140
| +41% | +$9.63K | 0.01% | 634 |
|
|
2015
Q2 | $23K | Hold |
340
| – | – | ﹤0.01% | 797 |
|
|
2015
Q1 | $22K | Hold |
340
| – | – | ﹤0.01% | 801 |
|
|
2014
Q4 | $20K | Hold |
340
| – | – | ﹤0.01% | 823 |
|
|
2014
Q3 | $19K | Sell |
340
-6
| -2% | -$335 | ﹤0.01% | 843 |
|
|
2014
Q2 | $18K | Buy |
346
+100
| +41% | +$5.2K | ﹤0.01% | 860 |
|
|
2014
Q1 | $14K | Sell |
246
-9
| -4% | -$512 | ﹤0.01% | 871 |
|
|
2013
Q4 | $15K | Buy |
255
+154
| +152% | +$9.06K | ﹤0.01% | 824 |
|
|
2013
Q3 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 958 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 714 |
|