Kestra Private Wealth Services’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 |
-45,329
| Closed | -$1.11M | – | 1071 |
|
|
2022
Q4 | $1.11M | Sell |
45,329
-7,508
| -14% | -$184K | 0.06% | 351 |
|
|
2022
Q3 | $1.21M | Buy |
52,837
+5,523
| +12% | +$126K | 0.07% | 298 |
|
|
2022
Q2 | $1.03M | Sell |
47,314
-1,480
| -3% | -$32.3K | 0.06% | 342 |
|
|
2022
Q1 | $1.15M | Sell |
48,794
-12,678
| -21% | -$298K | 0.06% | 344 |
|
|
2021
Q4 | $1M | Buy |
61,472
+1,023
| +2% | +$16.7K | 0.05% | 383 |
|
|
2021
Q3 | $985K | Buy |
60,449
+169
| +0.3% | +$2.75K | 0.06% | 352 |
|
|
2021
Q2 | $1.04M | Sell |
60,280
-805
| -1% | -$13.9K | 0.06% | 318 |
|
|
2021
Q1 | $1.03M | Sell |
61,085
-11,128
| -15% | -$188K | 0.07% | 287 |
|
|
2020
Q4 | $923K | Sell |
72,213
-1,985
| -3% | -$25.4K | 0.07% | 290 |
|
|
2020
Q3 | $709K | Buy |
+74,198
| New | +$709K | 0.06% | 313 |
|