Fort Sheridan Advisors’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 | $1.08M | Buy |
51,018
+1,348
| +3% | +$28.6K | 0.15% | 99 |
|
|
2025
Q1 | $965K | Buy |
49,670
+2,500
| +5% | +$48.6K | 0.15% | 102 |
|
|
2024
Q4 | $950K | Buy |
47,170
+12,000
| +34% | +$242K | 0.14% | 108 |
|
|
2024
Q3 | $546K | Buy |
35,170
+4,000
| +13% | +$62.1K | 0.08% | 145 |
|
|
2024
Q2 | $492K | Hold |
31,170
| – | – | 0.08% | 147 |
|
|
2024
Q1 | $480K | Hold |
31,170
| – | – | 0.09% | 138 |
|
|
2023
Q4 | $441K | Sell |
31,170
-35,000
| -53% | -$496K | 0.09% | 134 |
|
|
2023
Q3 | $729K | Sell |
66,170
-24,000
| -27% | -$264K | 0.17% | 96 |
|
|
2023
Q2 | $1.02M | Buy |
90,170
+5,500
| +6% | +$62K | 0.23% | 76 |
|
|
2023
Q1 | $1.51M | Buy |
84,670
+25,000
| +42% | +$445K | 0.38% | 48 |
|
|
2022
Q4 | $1.46M | Hold |
59,670
| – | – | 0.48% | 41 |
|
|
2022
Q3 | $1.37M | Hold |
59,670
| – | – | 0.46% | 40 |
|
|
2022
Q2 | $1.3M | Buy |
59,670
+20,000
| +50% | +$437K | 0.42% | 43 |
|
|
2022
Q1 | $932K | Buy |
39,670
+16,670
| +72% | +$392K | 0.27% | 66 |
|
|
2021
Q4 | $376K | Hold |
23,000
| – | – | 0.11% | 127 |
|
|
2021
Q3 | $375K | Sell |
23,000
-1,000
| -4% | -$16.3K | 0.12% | 123 |
|
|
2021
Q2 | $415K | Buy |
24,000
+10,000
| +71% | +$173K | 0.14% | 109 |
|
|
2021
Q1 | $237K | Buy |
+14,000
| New | +$237K | 0.09% | 134 |
|