Pinion Investment Advisors’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,063
| Closed | -$122K | – | 159 |
|
|
2023
Q3 | $122K | Sell |
11,063
-955
| -8% | -$10.5K | 0.08% | 155 |
|
|
2023
Q2 | $135K | Sell |
12,018
-796
| -6% | -$8.97K | 0.09% | 159 |
|
|
2023
Q1 | $228K | Sell |
12,814
-4,090
| -24% | -$72.8K | 0.21% | 110 |
|
|
2022
Q4 | $414K | Sell |
16,904
-5,744
| -25% | -$141K | 0.39% | 70 |
|
|
2022
Q3 | $519K | Hold |
22,648
| – | – | 0.45% | 68 |
|
|
2022
Q2 | $495K | Hold |
22,648
| – | – | 0.41% | 78 |
|
|
2022
Q1 | $532K | Sell |
22,648
-173
| -0.8% | -$4.06K | 0.37% | 84 |
|
|
2021
Q4 | $373K | Sell |
22,821
-244
| -1% | -$3.99K | 0.25% | 118 |
|
|
2021
Q3 | $376K | Buy |
+23,065
| New | +$376K | 0.3% | 104 |
|