JFS 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 | $1.46K | Sell |
69
-71
| -51% | -$1.51K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $2.72K | Buy |
140
+22
| +19% | +$427 | ﹤0.01% | 1351 |
|
|
2024
Q4 | $2.38K | Buy |
118
+104
| +743% | +$2.1K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $218 | Buy |
14
+5
| +56% | +$78 | ﹤0.01% | 1861 |
|
|
2024
Q2 | $142 | Hold |
9
| – | – | ﹤0.01% | 1910 |
|
|
2024
Q1 | $139 | Buy |
+9
| New | +$139 | ﹤0.01% | 1921 |
|
|
2023
Q2 | – | Sell |
-383
| Closed | -$6.81K | – | 1992 |
|
|
2023
Q1 | $6.81K | Hold |
383
| – | – | ﹤0.01% | 875 |
|
|
2022
Q4 | $9.38K | Hold |
383
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $9K | Hold |
383
| – | – | ﹤0.01% | 764 |
|
|
2022
Q2 | $8K | Hold |
383
| – | – | ﹤0.01% | 823 |
|
|
2022
Q1 | $9K | Buy |
383
+211
| +123% | +$4.96K | ﹤0.01% | 819 |
|
|
2021
Q4 | $3K | Buy |
+172
| New | +$3K | ﹤0.01% | 938 |
|