SageView Advisory Group’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
-27,011
Closed -$298K 680
2023
Q3
$298K Sell
27,011
-19,243
-42% -$212K 0.02% 426
2023
Q2
$521K Sell
46,254
-2,980
-6% -$33.6K 0.03% 344
2023
Q1
$875K Buy
+49,234
New +$875K 0.06% 225