KMG Fiduciary Partners’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 | $505K | Sell |
23,826
-6,664
| -22% | -$141K | 0.04% | 231 |
|
2025
Q1 | $592K | Sell |
30,490
-112,577
| -79% | -$2.19M | 0.05% | 213 |
|
2024
Q4 | $2.88M | Sell |
143,067
-7,134
| -5% | -$144K | 0.24% | 97 |
|
2024
Q3 | $2.33M | Buy |
150,201
+952
| +0.6% | +$14.8K | 0.2% | 111 |
|
2024
Q2 | $2.35M | Buy |
149,249
+1,544
| +1% | +$24.3K | 0.23% | 90 |
|
2024
Q1 | $2.27M | Sell |
147,705
-34,425
| -19% | -$530K | 0.24% | 92 |
|
2023
Q4 | $2.58M | Buy |
182,130
+2,638
| +1% | +$37.4K | 0.3% | 82 |
|
2023
Q3 | $1.98M | Buy |
179,492
+9,182
| +5% | +$101K | 0.26% | 92 |
|
2023
Q2 | $1.92M | Buy |
170,310
+60,824
| +56% | +$685K | 0.25% | 97 |
|
2023
Q1 | $1.95M | Buy |
109,486
+2,090
| +2% | +$37.2K | 0.28% | 92 |
|
2022
Q4 | $2.63M | Sell |
107,396
-14,860
| -12% | -$364K | 0.43% | 71 |
|
2022
Q3 | $2.8M | Buy |
122,256
+71,482
| +141% | +$1.64M | 0.54% | 55 |
|
2022
Q2 | $1.11M | Buy |
50,774
+23,505
| +86% | +$514K | 0.21% | 98 |
|
2022
Q1 | $641K | Buy |
27,269
+11,729
| +75% | +$276K | 0.1% | 132 |
|
2021
Q4 | $254K | Hold |
15,540
| – | – | 0.04% | 179 |
|
2021
Q3 | $253K | Sell |
15,540
-2,147
| -12% | -$35K | 0.04% | 180 |
|
2021
Q2 | $306K | Buy |
17,687
+1,351
| +8% | +$23.4K | 0.05% | 161 |
|
2021
Q1 | $276K | Buy |
+16,336
| New | +$276K | 0.05% | 150 |
|