Sowell Financial Services’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-37,962
| Closed | -$624K | – | 268 |
|
2021
Q4 | $624K | Buy |
37,962
+12,504
| +49% | +$206K | 0.04% | 405 |
|
2021
Q3 | $418K | Buy |
+25,458
| New | +$418K | 0.03% | 416 |
|
2021
Q2 | – | Sell |
-23,380
| Closed | -$444K | – | 1263 |
|
2021
Q1 | $444K | Sell |
23,380
-10,325
| -31% | -$196K | 0.02% | 693 |
|
2020
Q4 | $430K | Sell |
33,705
-17,101
| -34% | -$218K | 0.02% | 564 |
|
2020
Q3 | $479K | Buy |
50,806
+970
| +2% | +$9.15K | 0.02% | 478 |
|
2020
Q2 | $496K | Buy |
49,836
+49,756
| +62,195% | +$495K | 0.03% | 457 |
|
2020
Q1 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 2233 |
|