First Horizon Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-783
| Closed | -$697 | – | 2559 |
|
2023
Q1 | $697 | Hold |
783
| – | – | ﹤0.01% | 2351 |
|
2022
Q4 | $2.38K | Buy |
783
+7
| +0.9% | +$21 | ﹤0.01% | 2019 |
|
2022
Q3 | $3K | Sell |
776
-185
| -19% | -$715 | ﹤0.01% | 1944 |
|
2022
Q2 | $5K | Buy |
961
+726
| +309% | +$3.78K | ﹤0.01% | 1869 |
|
2022
Q1 | $2K | Sell |
235
-814
| -78% | -$6.93K | ﹤0.01% | 1495 |
|
2021
Q4 | $9K | Buy |
1,049
+209
| +25% | +$1.79K | ﹤0.01% | 1577 |
|
2021
Q3 | $8K | Buy |
840
+472
| +128% | +$4.5K | ﹤0.01% | 1627 |
|
2021
Q2 | $4K | Buy |
368
+201
| +120% | +$2.19K | ﹤0.01% | 1606 |
|
2021
Q1 | $1K | Buy |
167
+85
| +104% | +$509 | ﹤0.01% | 1835 |
|
2020
Q4 | $1K | Sell |
82
-199
| -71% | -$2.43K | ﹤0.01% | 1428 |
|
2020
Q3 | $2K | Sell |
281
-453
| -62% | -$3.22K | ﹤0.01% | 1325 |
|
2020
Q2 | $7K | Hold |
734
| – | – | ﹤0.01% | 1116 |
|
2020
Q1 | $5K | Hold |
734
| – | – | ﹤0.01% | 1129 |
|
2019
Q4 | $9K | Sell |
734
-23
| -3% | -$282 | ﹤0.01% | 1110 |
|
2019
Q3 | $9K | Buy |
757
+23
| +3% | +$273 | ﹤0.01% | 1115 |
|
2019
Q2 | $8K | Sell |
734
-72
| -9% | -$785 | ﹤0.01% | 1167 |
|
2019
Q1 | $9K | Hold |
806
| – | – | ﹤0.01% | 1107 |
|
2018
Q4 | $8K | Hold |
806
| – | – | ﹤0.01% | 1108 |
|
2018
Q3 | $12K | Hold |
806
| – | – | ﹤0.01% | 1047 |
|
2018
Q2 | $11K | Buy |
806
+86
| +12% | +$1.17K | ﹤0.01% | 1088 |
|
2018
Q1 | $11K | Hold |
720
| – | – | ﹤0.01% | 979 |
|
2017
Q4 | $13K | Sell |
720
-731
| -50% | -$13.2K | ﹤0.01% | 965 |
|
2017
Q3 | $22K | Hold |
1,451
| – | – | ﹤0.01% | 773 |
|
2017
Q2 | $21K | Buy |
1,451
+18
| +1% | +$261 | ﹤0.01% | 774 |
|
2017
Q1 | $21K | Buy |
1,433
+665
| +87% | +$9.75K | ﹤0.01% | 804 |
|
2016
Q4 | $10K | Hold |
768
| – | – | ﹤0.01% | 1005 |
|
2016
Q3 | $10K | Hold |
768
| – | – | ﹤0.01% | 997 |
|
2016
Q2 | $8K | Hold |
768
| – | – | ﹤0.01% | 1029 |
|
2016
Q1 | $11K | Hold |
768
| – | – | ﹤0.01% | 979 |
|
2015
Q4 | $17K | Hold |
768
| – | – | ﹤0.01% | 793 |
|
2015
Q3 | $18K | Hold |
768
| – | – | ﹤0.01% | 837 |
|
2015
Q2 | $21K | Hold |
768
| – | – | ﹤0.01% | 827 |
|
2015
Q1 | $21K | Hold |
768
| – | – | ﹤0.01% | 827 |
|
2014
Q4 | $19K | Hold |
768
| – | – | ﹤0.01% | 844 |
|
2014
Q3 | $21K | Hold |
768
| – | – | ﹤0.01% | 814 |
|
2014
Q2 | $22K | Hold |
768
| – | – | ﹤0.01% | 806 |
|
2014
Q1 | $25K | Hold |
768
| – | – | ﹤0.01% | 711 |
|
2013
Q4 | $24K | Hold |
768
| – | – | ﹤0.01% | 687 |
|
2013
Q3 | $23K | Buy |
768
+578
| +304% | +$17.3K | ﹤0.01% | 631 |
|
2013
Q2 | $5K | Buy |
+190
| New | +$5K | ﹤0.01% | 687 |
|