First Horizon Advisors’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-79
Closed -$1.95K 2424
2025
Q1
$1.95K Hold
79
﹤0.01% 1993
2024
Q4
$1.82K Buy
79
+25
+46% +$576 ﹤0.01% 2004
2024
Q3
$1.15K Hold
54
﹤0.01% 2114
2024
Q2
$1.19K Hold
54
﹤0.01% 2092
2024
Q1
$1.24K Hold
54
﹤0.01% 2122
2023
Q4
$1.14K Hold
54
﹤0.01% 2177
2023
Q3
$1.14K Sell
54
-67
-55% -$1.42K ﹤0.01% 2158
2023
Q2
$2.77K Hold
121
﹤0.01% 1976
2023
Q1
$2.97K Hold
121
﹤0.01% 1981
2022
Q4
$2.95K Hold
121
﹤0.01% 1947
2022
Q3
$2K Hold
121
﹤0.01% 2005
2022
Q2
$3K Buy
+121
New +$3K ﹤0.01% 1981