Geneos Wealth Management’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 | $45.7K | Sell |
2,157
-2,662
| -55% | -$56.4K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $93.6K | Buy |
4,819
+4,120
| +589% | +$80K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $14.1K | Sell |
699
-4
| -0.6% | -$81 | ﹤0.01% | 1894 |
|
|
2024
Q3 | $10.9K | Buy |
703
+553
| +369% | +$8.59K | ﹤0.01% | 1809 |
|
|
2024
Q2 | $2.37K | Hold |
150
| – | – | ﹤0.01% | 1860 |
|
|
2024
Q1 | $2.31K | Hold |
150
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q4 | $2.12K | Sell |
150
-1,500
| -91% | -$21.2K | ﹤0.01% | 1909 |
|
|
2023
Q3 | $18.2K | Buy |
1,650
+1,500
| +1,000% | +$16.5K | ﹤0.01% | 1408 |
|
|
2023
Q2 | $1.69K | Hold |
150
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q1 | $2.67K | Hold |
150
| – | – | ﹤0.01% | 1862 |
|
|
2022
Q4 | $3.68K | Hold |
150
| – | – | ﹤0.01% | 1781 |
|
|
2022
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1778 |
|
|
2022
Q2 | $3K | Sell |
150
-2,808
| -95% | -$56.2K | ﹤0.01% | 2304 |
|
|
2022
Q1 | $69K | Sell |
2,958
-2,992
| -50% | -$69.8K | ﹤0.01% | 1232 |
|
|
2021
Q4 | $97K | Buy |
5,950
+535
| +10% | +$8.72K | ﹤0.01% | 1178 |
|
|
2021
Q3 | $90K | Sell |
5,415
-268
| -5% | -$4.45K | ﹤0.01% | 1217 |
|
|
2021
Q2 | $97K | Sell |
5,683
-1,532
| -21% | -$26.1K | ﹤0.01% | 1172 |
|
|
2021
Q1 | $131K | Buy |
7,215
+1,800
| +33% | +$32.7K | ﹤0.01% | 1172 |
|
|
2020
Q4 | $93K | Hold |
5,415
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q3 | $47K | Hold |
5,415
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q2 | $50K | Hold |
5,415
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q1 | $45K | Sell |
5,415
-500
| -8% | -$4.16K | ﹤0.01% | 1153 |
|
|
2019
Q4 | $97K | Hold |
5,915
| – | – | 0.01% | 961 |
|
|
2019
Q3 | $96K | Hold |
5,915
| – | – | 0.01% | 908 |
|
|
2019
Q2 | $88K | Hold |
5,915
| – | – | 0.01% | 952 |
|
|
2019
Q1 | $82K | Sell |
5,915
-39
| -0.7% | -$541 | 0.01% | 934 |
|
|
2018
Q4 | $77K | Hold |
5,954
| – | – | 0.01% | 921 |
|
|
2018
Q3 | $102K | Hold |
5,954
| – | – | 0.01% | 874 |
|
|
2018
Q2 | $106K | Sell |
5,954
-599
| -9% | -$10.7K | 0.01% | 770 |
|
|
2018
Q1 | $123K | Buy |
6,553
+599
| +10% | +$11.2K | 0.01% | 683 |
|
|
2017
Q4 | $119K | Buy |
+5,954
| New | +$119K | 0.01% | 687 |
|