First Horizon Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-362
| Closed | -$20.9K | – | 2372 |
|
|
2024
Q4 | $20.9K | Buy |
362
+127
| +54% | +$7.32K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $19.6K | Buy |
235
+79
| +51% | +$6.58K | ﹤0.01% | 1365 |
|
|
2024
Q2 | $12.2K | Buy |
156
+144
| +1,200% | +$11.3K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $1.2K | Hold |
12
| – | – | ﹤0.01% | 2129 |
|
|
2023
Q4 | $1.14K | Hold |
12
| – | – | ﹤0.01% | 2178 |
|
|
2023
Q3 | $1.25K | Hold |
12
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q2 | $1.45K | Sell |
12
-6
| -33% | -$726 | ﹤0.01% | 2183 |
|
|
2023
Q1 | $1.99K | Hold |
18
| – | – | ﹤0.01% | 2099 |
|
|
2022
Q4 | $1.82K | Sell |
18
-70
| -80% | -$7.07K | ﹤0.01% | 2082 |
|
|
2022
Q3 | $8K | Sell |
88
-118
| -57% | -$10.7K | ﹤0.01% | 1607 |
|
|
2022
Q2 | $19K | Buy |
206
+109
| +112% | +$10.1K | ﹤0.01% | 1314 |
|
|
2022
Q1 | $10K | Sell |
97
-29
| -23% | -$2.99K | ﹤0.01% | 1100 |
|
|
2021
Q4 | $13K | Sell |
126
-12
| -9% | -$1.24K | ﹤0.01% | 1440 |
|
|
2021
Q3 | $15K | Buy |
138
+79
| +134% | +$8.59K | ﹤0.01% | 1384 |
|
|
2021
Q2 | $8K | Buy |
59
+47
| +392% | +$6.37K | ﹤0.01% | 1412 |
|
|
2021
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1798 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1463 |
|
|
2020
Q1 | – | Sell |
-389
| Closed | -$39K | – | 1526 |
|
|
2019
Q4 | $39K | Hold |
389
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $34K | Hold |
389
| – | – | ﹤0.01% | 658 |
|
|
2019
Q2 | $35K | Buy |
389
+227
| +140% | +$20.4K | ﹤0.01% | 679 |
|
|
2019
Q1 | $13K | Sell |
162
-147
| -48% | -$11.8K | ﹤0.01% | 977 |
|
|
2018
Q4 | $23K | Buy |
309
+73
| +31% | +$5.43K | ﹤0.01% | 743 |
|
|
2018
Q3 | $23K | Sell |
236
-300
| -56% | -$29.2K | ﹤0.01% | 836 |
|
|
2018
Q2 | $65K | Buy |
536
+374
| +231% | +$45.4K | 0.01% | 528 |
|
|
2018
Q1 | $19K | Hold |
162
| – | – | ﹤0.01% | 817 |
|
|
2017
Q4 | $20K | Sell |
162
-100
| -38% | -$12.3K | ﹤0.01% | 819 |
|
|
2017
Q3 | $27K | Hold |
262
| – | – | ﹤0.01% | 684 |
|
|
2017
Q2 | $23K | Sell |
262
-564
| -68% | -$49.5K | ﹤0.01% | 732 |
|
|
2017
Q1 | $69K | Buy |
826
+564
| +215% | +$47.1K | 0.01% | 457 |
|
|
2016
Q4 | $20K | Hold |
262
| – | – | ﹤0.01% | 797 |
|
|
2016
Q3 | $20K | Sell |
262
-413
| -61% | -$31.5K | ﹤0.01% | 790 |
|
|
2016
Q2 | $54K | Sell |
675
-203
| -23% | -$16.2K | 0.01% | 505 |
|
|
2016
Q1 | $81K | Buy |
878
+791
| +909% | +$73K | 0.01% | 456 |
|
|
2015
Q4 | $7K | Sell |
87
-256
| -75% | -$20.6K | ﹤0.01% | 993 |
|
|
2015
Q3 | $40K | Sell |
343
-1,132
| -77% | -$132K | 0.01% | 580 |
|
|
2015
Q2 | $219K | Sell |
1,475
-276
| -16% | -$41K | 0.03% | 288 |
|
|
2015
Q1 | $247K | Buy |
1,751
+1
| +0.1% | +$141 | 0.04% | 280 |
|
|
2014
Q4 | $265K | Buy |
1,750
+1,382
| +376% | +$209K | 0.04% | 277 |
|
|
2014
Q3 | $55K | Sell |
368
-186
| -34% | -$27.8K | 0.01% | 504 |
|
|
2014
Q2 | $78K | Sell |
554
-9
| -2% | -$1.27K | 0.01% | 459 |
|
|
2014
Q1 | $77K | Buy |
563
+50
| +10% | +$6.84K | 0.01% | 431 |
|
|
2013
Q4 | $66K | Buy |
513
+230
| +81% | +$29.6K | 0.01% | 438 |
|
|
2013
Q3 | $37K | Hold |
283
| – | – | 0.01% | 502 |
|
|
2013
Q2 | $27K | Buy |
+283
| New | +$27K | 0.01% | 304 |
|