Simplicity Solutions’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $345K | Sell |
24,341
-3,797
| -13% | -$53.8K | 0.01% | 793 |
|
|
2023
Q3 | $310K | Sell |
28,138
-2,780
| -9% | -$30.6K | 0.01% | 757 |
|
|
2023
Q2 | $348K | Buy |
30,918
+9,360
| +43% | +$105K | 0.01% | 778 |
|
|
2023
Q1 | $383K | Buy |
21,558
+10,394
| +93% | +$185K | 0.01% | 770 |
|
|
2022
Q4 | $274K | Buy |
11,164
+1,897
| +20% | +$46.5K | 0.04% | 510 |
|
|
2022
Q3 | $212K | Buy |
+9,267
| New | +$212K | 0.03% | 582 |
|
|
2021
Q1 | – | Sell |
-109,475
| Closed | -$1.4M | – | 645 |
|
|
2020
Q4 | $1.4M | Sell |
109,475
-93,370
| -46% | -$1.19M | 0.02% | 467 |
|
|
2020
Q3 | $1.91M | Buy |
+202,845
| New | +$1.91M | 0.04% | 340 |
|
|
2019
Q2 | – | Sell |
-58,199
| Closed | -$814K | – | 720 |
|
|
2019
Q1 | $814K | Sell |
58,199
-337
| -0.6% | -$4.71K | 0.05% | 283 |
|
|
2018
Q4 | $771K | Buy |
+58,536
| New | +$771K | 0.1% | 225 |
|