Naples Global 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 | $416K | Sell |
19,472
-3,216
| -14% | -$68.7K | 0.04% | 330 |
|
|
2025
Q1 | $444K | Hold |
22,688
| – | – | 0.04% | 313 |
|
|
2024
Q4 | $460K | Hold |
22,688
| – | – | 0.04% | 303 |
|
|
2024
Q3 | $356K | Sell |
22,688
-1,085
| -5% | -$17K | 0.03% | 332 |
|
|
2024
Q2 | $378K | Hold |
23,773
| – | – | 0.04% | 316 |
|
|
2024
Q1 | $370K | Hold |
23,773
| – | – | 0.04% | 322 |
|
|
2023
Q4 | $340K | Sell |
23,773
-4,890
| -17% | -$70K | 0.04% | 329 |
|
|
2023
Q3 | $320K | Hold |
28,663
| – | – | 0.04% | 325 |
|
|
2023
Q2 | $327K | Buy |
28,663
+3,875
| +16% | +$44.2K | 0.04% | 331 |
|
|
2023
Q1 | $444K | Sell |
24,788
-18,681
| -43% | -$335K | 0.06% | 289 |
|
|
2022
Q4 | $1.07M | Buy |
43,469
+2,700
| +7% | +$66.6K | 0.14% | 199 |
|
|
2022
Q3 | $937K | Buy |
40,769
+21,074
| +107% | +$484K | 0.13% | 199 |
|
|
2022
Q2 | $433K | Sell |
19,695
-13
| -0.1% | -$286 | 0.06% | 283 |
|
|
2022
Q1 | $463K | Buy |
19,708
+2,800
| +17% | +$65.8K | 0.05% | 286 |
|
|
2021
Q4 | $276K | Hold |
16,908
| – | – | 0.03% | 357 |
|
|
2021
Q3 | $275K | Hold |
16,908
| – | – | 0.04% | 343 |
|
|
2021
Q2 | $292K | Hold |
16,908
| – | – | 0.04% | 331 |
|
|
2021
Q1 | $286K | Hold |
16,908
| – | – | 0.04% | 315 |
|
|
2020
Q4 | $216K | Buy |
16,908
+481
| +3% | +$6.15K | 0.04% | 333 |
|
|
2020
Q3 | $155K | Buy |
+16,427
| New | +$155K | 0.03% | 333 |
|