IFP 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 | $192K | Sell |
4,295
-1,682
| -28% | -$75.1K | 0.01% | 1291 |
|
|
2025
Q1 | $116K | Hold |
5,977
| – | – | ﹤0.01% | 1442 |
|
|
2024
Q4 | $120K | Buy |
5,977
+3,518
| +143% | +$70.9K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $38.2K | Hold |
2,459
| – | – | ﹤0.01% | 1854 |
|
|
2024
Q2 | $38.8K | Buy |
2,459
+59
| +2% | +$930 | ﹤0.01% | 1778 |
|
|
2024
Q1 | $37K | Buy |
2,400
+76
| +3% | +$1.17K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $32.9K | Sell |
2,324
-2,536
| -52% | -$35.9K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $53.6K | Buy |
4,860
+189
| +4% | +$2.08K | ﹤0.01% | 1523 |
|
|
2023
Q2 | $52.6K | Sell |
4,671
-1,333
| -22% | -$15K | ﹤0.01% | 1579 |
|
|
2023
Q1 | $112K | Sell |
6,004
-23,136
| -79% | -$432K | ﹤0.01% | 1205 |
|
|
2022
Q4 | $548K | Buy |
29,140
+1,058
| +4% | +$19.9K | 0.01% | 852 |
|
|
2022
Q3 | $528K | Buy |
28,082
+409
| +1% | +$7.69K | 0.01% | 909 |
|
|
2022
Q2 | $521K | Hold |
27,673
| – | – | 0.02% | 833 |
|
|
2022
Q1 | $521K | Buy |
27,673
+21,008
| +315% | +$396K | 0.02% | 833 |
|
|
2021
Q4 | $108K | Hold |
6,665
| – | – | ﹤0.01% | 1217 |
|
|
2021
Q3 | $107K | Sell |
6,665
-2,848
| -30% | -$45.7K | ﹤0.01% | 1222 |
|
|
2021
Q2 | $163K | Buy |
9,513
+6,547
| +221% | +$112K | ﹤0.01% | 1007 |
|
|
2021
Q1 | $50K | Buy |
2,966
+491
| +20% | +$8.28K | ﹤0.01% | 1464 |
|
|
2020
Q4 | $31K | Hold |
2,475
| – | – | ﹤0.01% | 1622 |
|
|
2020
Q3 | $23K | Buy |
2,475
+2,443
| +7,634% | +$22.7K | ﹤0.01% | 1584 |
|
|
2020
Q2 | $0 | Sell |
32
-147
| -82% | – | ﹤0.01% | 3051 |
|
|
2020
Q1 | $2K | Buy |
179
+93
| +108% | +$1.04K | ﹤0.01% | 2321 |
|
|
2019
Q4 | $1K | Sell |
86
-355
| -80% | -$4.13K | ﹤0.01% | 2644 |
|
|
2019
Q3 | $7K | Buy |
+441
| New | +$7K | ﹤0.01% | 2211 |
|
|
2019
Q1 | – | Sell |
-12,756
| Closed | -$166K | – | 2684 |
|
|
2018
Q4 | $166K | Buy |
12,756
+7,025
| +123% | +$91.4K | 0.01% | 934 |
|
|
2018
Q3 | $99K | Buy |
5,731
+4,800
| +516% | +$82.9K | ﹤0.01% | 1466 |
|
|
2018
Q2 | $17K | Buy |
931
+100
| +12% | +$1.83K | ﹤0.01% | 2533 |
|
|
2018
Q1 | $17K | Hold |
831
| – | – | ﹤0.01% | 2486 |
|
|
2017
Q4 | $17K | Sell |
831
-4,449
| -84% | -$91K | ﹤0.01% | 2484 |
|
|
2017
Q3 | $101K | Buy |
5,280
+631
| +14% | +$12.1K | ﹤0.01% | 1540 |
|
|
2017
Q2 | $81K | Hold |
4,649
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q1 | $86K | Hold |
4,649
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q4 | $93K | Sell |
4,649
-13,040
| -74% | -$261K | ﹤0.01% | 1494 |
|
|
2016
Q3 | $269K | Hold |
17,689
| – | – | 0.01% | 858 |
|
|
2016
Q2 | $244K | Buy |
+17,689
| New | +$244K | 0.01% | 875 |
|
|
2016
Q1 | – | Sell |
-5,321
| Closed | -$77K | – | 2715 |
|
|
2015
Q4 | $77K | Buy |
+5,321
| New | +$77K | 0.01% | 1321 |
|