Shelton Capital Management’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 | $397K | Hold |
18,735
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $364K | Sell |
18,735
-1,491
| -7% | -$29K | 0.01% | 407 |
|
|
2024
Q4 | $407K | Sell |
20,226
-1,738
| -8% | -$35K | 0.01% | 393 |
|
|
2024
Q3 | $341K | Hold |
21,964
| – | – | 0.01% | 453 |
|
|
2024
Q2 | $346K | Sell |
21,964
-2,136
| -9% | -$33.7K | 0.01% | 420 |
|
|
2024
Q1 | $371K | Hold |
24,100
| – | – | 0.01% | 431 |
|
|
2023
Q4 | $341K | Sell |
24,100
-911
| -4% | -$12.9K | 0.01% | 425 |
|
|
2023
Q3 | $276K | Sell |
25,011
-1,863
| -7% | -$20.5K | 0.01% | 503 |
|
|
2023
Q2 | $303K | Sell |
26,874
-604
| -2% | -$6.81K | 0.01% | 481 |
|
|
2023
Q1 | $489K | Hold |
27,478
| – | – | 0.02% | 302 |
|
|
2022
Q4 | $673K | Sell |
27,478
-618
| -2% | -$15.1K | 0.07% | 234 |
|
|
2022
Q3 | $643K | Hold |
28,096
| – | – | 0.03% | 275 |
|
|
2022
Q2 | $614K | Hold |
28,096
| – | – | 0.03% | 291 |
|
|
2022
Q1 | $660K | Sell |
28,096
-1,707
| -6% | -$40.1K | 0.02% | 307 |
|
|
2021
Q4 | $487K | Hold |
29,803
| – | – | 0.02% | 377 |
|
|
2021
Q3 | $485K | Hold |
29,803
| – | – | 0.02% | 365 |
|
|
2021
Q2 | $515K | Buy |
29,803
+993
| +3% | +$17.2K | 0.02% | 367 |
|
|
2021
Q1 | $487K | Hold |
28,810
| – | – | 0.02% | 390 |
|
|
2020
Q4 | $368K | Buy |
28,810
+3,605
| +14% | +$46K | 0.02% | 418 |
|
|
2020
Q3 | $238K | Buy |
25,205
+6,455
| +34% | +$61K | 0.01% | 609 |
|
|
2020
Q2 | $187K | Sell |
18,750
-917
| -5% | -$9.15K | 0.01% | 595 |
|
|
2020
Q1 | $159K | Hold |
19,667
| – | – | 0.01% | 559 |
|
|
2019
Q4 | $326K | Sell |
19,667
-1,924
| -9% | -$31.9K | 0.02% | 486 |
|
|
2019
Q3 | $350K | Hold |
21,591
| – | – | 0.02% | 456 |
|
|
2019
Q2 | $322K | Buy |
21,591
+21,261
| +6,443% | +$317K | 0.02% | 482 |
|
|
2019
Q1 | $23.6K | Sell |
330
-23,260
| -99% | -$1.66M | 0.09% | 215 |
|
|
2018
Q4 | $310K | Hold |
23,590
| – | – | 0.02% | 457 |
|
|
2018
Q3 | $407K | Hold |
23,590
| – | – | 0.02% | 427 |
|
|
2018
Q2 | $421K | Buy |
23,590
+5,776
| +32% | +$103K | 0.03% | 405 |
|
|
2018
Q1 | $335K | Hold |
17,814
| – | – | 0.02% | 503 |
|
|
2017
Q4 | $356K | Hold |
17,814
| – | – | 0.02% | 499 |
|
|
2017
Q3 | $341K | Hold |
17,814
| – | – | 0.02% | 499 |
|
|
2017
Q2 | $310K | Hold |
17,814
| – | – | 0.02% | 551 |
|
|
2017
Q1 | $330K | Sell |
17,814
-4,723
| -21% | -$87.5K | 0.02% | 523 |
|
|
2016
Q4 | $451K | Hold |
22,537
| – | – | 0.03% | 396 |
|
|
2016
Q3 | $343K | Hold |
22,537
| – | – | 0.03% | 514 |
|
|
2016
Q2 | $311K | Hold |
22,537
| – | – | 0.03% | 530 |
|
|
2016
Q1 | $295K | Hold |
22,537
| – | – | 0.03% | 565 |
|
|
2015
Q4 | $327K | Hold |
22,537
| – | – | 0.03% | 499 |
|
|
2015
Q3 | $320K | Hold |
22,537
| – | – | 0.04% | 501 |
|
|
2015
Q2 | $353K | Hold |
22,537
| – | – | 0.04% | 506 |
|
|
2015
Q1 | $322K | Sell |
22,537
-1,910
| -8% | -$27.3K | 0.03% | 554 |
|
|
2014
Q4 | $332K | Sell |
24,447
-1,853
| -7% | -$25.2K | 0.04% | 535 |
|
|
2014
Q3 | $323K | Hold |
26,300
| – | – | 0.04% | 515 |
|
|
2014
Q2 | $312K | Hold |
26,300
| – | – | 0.04% | 547 |
|
|
2014
Q1 | $325K | Hold |
26,300
| – | – | 0.05% | 486 |
|
|
2013
Q4 | $306K | Buy |
+26,300
| New | +$306K | 0.05% | 499 |
|