HHM Wealth 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 | $529K | Buy |
24,943
+17,408
| +231% | +$369K | 0.06% | 112 |
|
|
2025
Q1 | $146K | Sell |
7,535
-4,151
| -36% | -$80.6K | 0.02% | 225 |
|
|
2024
Q4 | $235K | Buy |
11,686
+16
| +0.1% | +$322 | 0.03% | 173 |
|
|
2024
Q3 | $181K | Hold |
11,670
| – | – | 0.03% | 181 |
|
|
2024
Q2 | $184K | Hold |
11,670
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $180K | Sell |
11,670
-350
| -3% | -$5.39K | 0.03% | 157 |
|
|
2023
Q4 | $170K | Buy |
12,020
+350
| +3% | +$4.96K | 0.03% | 156 |
|
|
2023
Q3 | $129K | Hold |
11,670
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $132K | Hold |
11,670
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $207K | Hold |
11,670
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $286K | Hold |
11,670
| – | – | 0.07% | 95 |
|
|
2022
Q3 | $267K | Sell |
11,670
-1,975
| -14% | -$45.2K | 0.07% | 89 |
|
|
2022
Q2 | $298K | Sell |
13,645
-1,000
| -7% | -$21.8K | 0.08% | 95 |
|
|
2022
Q1 | $344K | Sell |
14,645
-900
| -6% | -$21.1K | 0.08% | 95 |
|
|
2021
Q4 | $254K | Hold |
15,545
| – | – | 0.06% | 120 |
|
|
2021
Q3 | $253K | Buy |
15,545
+2,875
| +23% | +$46.8K | 0.07% | 107 |
|
|
2021
Q2 | $219K | Hold |
12,670
| – | – | 0.06% | 123 |
|
|
2021
Q1 | $214K | Sell |
12,670
-15,716
| -55% | -$265K | 0.07% | 106 |
|
|
2020
Q4 | $362K | Hold |
28,386
| – | – | 0.12% | 65 |
|
|
2020
Q3 | $268K | Buy |
28,386
+16,216
| +133% | +$153K | 0.11% | 69 |
|
|
2020
Q2 | $121K | Buy |
12,170
+4,135
| +51% | +$41.1K | 0.05% | 114 |
|
|
2020
Q1 | $65K | Sell |
8,035
-2,787
| -26% | -$22.5K | 0.03% | 176 |
|
|
2019
Q4 | $179K | Sell |
10,822
-5,897
| -35% | -$97.5K | 0.09% | 82 |
|
|
2019
Q3 | $271K | Hold |
16,719
| – | – | 0.15% | 63 |
|
|
2019
Q2 | $250K | Hold |
16,719
| – | – | 0.15% | 61 |
|
|
2019
Q1 | $234K | Buy |
+16,719
| New | +$234K | 0.15% | 60 |
|