HBK Sorce Advisory’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,000
| Closed | -$53K | – | 686 |
|
|
2022
Q4 | $53K | Buy |
50,000
+25,000
| +100% | +$26.5K | ﹤0.01% | 728 |
|
|
2022
Q3 | $26K | Buy |
+25,000
| New | +$26K | ﹤0.01% | 551 |
|
|
2022
Q1 | – | Sell |
-14,750
| Closed | -$241K | – | 576 |
|
|
2021
Q4 | $241K | Hold |
14,750
| – | – | 0.01% | 510 |
|
|
2021
Q3 | $240K | Buy |
+14,750
| New | +$240K | 0.01% | 505 |
|