SGAM
Smith Group Asset Management’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
90,000
| – | – | 0.13% | 63 |
|
|
2025
Q1 | $1.75M | Hold |
90,000
| – | – | 0.13% | 64 |
|
|
2024
Q4 | $1.81M | Buy |
+90,000
| New | +$1.81M | 0.13% | 67 |
|
|
2021
Q4 | – | Sell |
-1,029
| Closed | -$17K | – | 381 |
|
|
2021
Q3 | $17K | Buy |
1,029
+71
| +7% | +$1.17K | ﹤0.01% | 255 |
|
|
2021
Q2 | $17K | Buy |
+958
| New | +$17K | ﹤0.01% | 250 |
|
|
2020
Q2 | – | Sell |
-1,769
| Closed | -$14K | – | 323 |
|
|
2020
Q1 | $14K | Sell |
1,769
-171
| -9% | -$1.35K | ﹤0.01% | 305 |
|
|
2019
Q4 | $32K | Buy |
1,940
+250
| +15% | +$4.12K | ﹤0.01% | 309 |
|
|
2019
Q3 | $27K | Buy |
+1,690
| New | +$27K | ﹤0.01% | 319 |
|
|
2016
Q4 | – | Sell |
-1,176,749
| Closed | -$17.9M | – | 467 |
|
|
2016
Q3 | $17.9M | Buy |
+1,176,749
| New | +$17.9M | 0.52% | 65 |
|