Sterling Investment Counsel’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,740
| Closed | -$191K | – | 161 |
|
2023
Q1 | $191K | Sell |
10,740
-1,175
| -10% | -$20.9K | 0.11% | 153 |
|
2022
Q4 | $292K | Buy |
11,915
+1,430
| +14% | +$35K | 0.18% | 115 |
|
2022
Q3 | $240K | Hold |
10,485
| – | – | 0.18% | 117 |
|
2022
Q2 | $229K | Hold |
10,485
| – | – | 0.17% | 130 |
|
2022
Q1 | $246K | Sell |
10,485
-106
| -1% | -$2.49K | 0.17% | 127 |
|
2021
Q4 | $173K | Buy |
+10,591
| New | +$173K | 0.12% | 139 |
|