Pathstone Family Office’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $455K | Buy |
41,037
+9,948
| +32% | +$110K | ﹤0.01% | 1079 |
|
|
2023
Q2 | $353K | Sell |
31,089
-516
| -2% | -$5.86K | 0.01% | 906 |
|
|
2023
Q1 | $567K | Sell |
31,605
-60,643
| -66% | -$1.09M | 0.01% | 626 |
|
|
2022
Q4 | $1.97M | Buy |
92,248
+11,190
| +14% | +$239K | 0.02% | 507 |
|
|
2022
Q3 | $1.86M | Buy |
81,058
+59,098
| +269% | +$1.36M | 0.02% | 468 |
|
|
2022
Q2 | $483K | Buy |
21,960
+2,600
| +13% | +$57.2K | 0.01% | 589 |
|
|
2022
Q1 | $719K | Hold |
19,360
| – | – | 0.02% | 419 |
|
|
2021
Q4 | $319K | Hold |
19,360
| – | – | 0.01% | 690 |
|
|
2021
Q3 | $318K | Buy |
19,360
+144
| +0.7% | +$2.37K | 0.01% | 662 |
|
|
2021
Q2 | $335K | Hold |
19,216
| – | – | 0.01% | 609 |
|
|
2021
Q1 | $328K | Buy |
+19,216
| New | +$328K | 0.01% | 458 |
|