SWA
SFMG Wealth Advisors’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,160
| Closed | -$419K | – | 260 |
|
|
2022
Q2 | $419K | Buy |
19,160
+2,588
| +16% | +$56.6K | 0.05% | 140 |
|
|
2022
Q1 | $389K | Buy |
16,572
+4,084
| +33% | +$95.9K | 0.04% | 168 |
|
|
2021
Q4 | $204K | Sell |
12,488
-170
| -1% | -$2.78K | 0.02% | 265 |
|
|
2021
Q3 | $206K | Sell |
12,658
-2,846
| -18% | -$46.3K | 0.02% | 237 |
|
|
2021
Q2 | $268K | Buy |
15,504
+2,846
| +22% | +$49.2K | 0.03% | 214 |
|
|
2021
Q1 | $214K | Sell |
12,658
-5,977
| -32% | -$101K | 0.02% | 218 |
|
|
2020
Q4 | $238K | Sell |
18,635
-7,829
| -30% | -$100K | 0.03% | 193 |
|
|
2020
Q3 | $250K | Buy |
+26,464
| New | +$250K | 0.03% | 150 |
|